CW
CFP
CW
CFP

Cierra Walding

16 Years of Experience
Fort Dodge, IA
BrokerSells Insurance

Cierra Walding is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Fort Dodge, IA, with 16 years of industry experience. Cierra is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1400 Central Ave, Fort Dodge, IA, 50501

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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 ActivitiesSells Insurance

Cierra is an independent insurance broker since 2017 and co-owner of Robinson Ruhnke, PC, focusing on tax preparation. She also serves as President of Walding and co-owns FISH2O, dedicating about a third of her time to the latter.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2010 - Present · 16 yrs
Ameriprise Financial Services, LLCBroker
July 2010 - Present · 16 yrs 3 mos
Ameriprise Financial Services, LLC
July 2010 - Present · 16 yrs 3 mos
State Registrations14 states
AZCACOFLGAIAINMNMONEOHSDTXWI
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.
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