AH
CFP
AH
CFP

Andrew Haskell

16 Years of Experience
Bemidji, MN
Broker

Andrew Haskell is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Bemidji, MN, with 16 years of industry experience. Andrew 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

623 22nd St. NW, Bemidji, MN, 56601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew owns commercial real estate, is a co-owner and secretary/treasurer of RJG Services Inc., and coaches hockey. He also participates in the Hockey Day Minnesota 2027 local organizing committee.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
June 2020 - Present · 5 yrs 11 mos
Ameriprise Financial Services, LLC
June 2020 - Present · 5 yrs 11 mos
Ameriprise Financial Services, LLC
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Commonwealth Financial Network
October 2017 - June 2020 · 2 yrs 8 mos
Commonwealth Financial NetworkBroker
October 2017 - June 2020 · 2 yrs 8 mos
Investment Centers of America, INC.
August 2013 - October 2017 · 4 yrs 2 mos
Investment Centers of America, INC.Broker
August 2013 - October 2017 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2010 - August 2013 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2010 - August 2013 · 3 yrs 5 mos
State Registrations17 states
AKALAZCOFLGAIDILKSMNMONCNMNYTXWIWV
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.
Andrew Haskell - Financial Advisor | TrueAdvisor