BS
BS

Brandon Schoeppler

16 Years of Experience
Tampa, FL
1 DisclosureBrokerSells Insurance

Brandon Schoeppler is a registered investment advisor at Ameriprise Financial Services, LLC, based in Tampa, FL, with 16 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

501 S Dakota Ave Ste 1, Tampa, FL, 33606-2579

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History

Regulatory History (1)
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Criminal
January 2011
Final Disposition
Other Business ActivitiesSells Insurance

Brandon is an independent insurance broker for Athene Annuities since 2018, dedicating minimal time. He also owns a consulting business and serves as Vice President for Schoeppler, spending minimal time on each.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2010 - Present · 16 yrs 1 mo
Ameriprise Financial Services, LLCBroker
January 2010 - Present · 16 yrs 4 mos
Ameriprise Financial Services, LLC
January 2010 - Present · 16 yrs 4 mos
State Registrations43 states
AKALARAZCACOCTDCDEFLGAILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKPARISCSDTNTXUTVAWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Brandon Schoeppler - Financial Advisor | TrueAdvisor