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CFP
RS
CFP

Richard Solt

Ameriprise Financial Services, LLC
16 Years of Experience
Colleyville, TX
Broker
View SEC Summary
View SEC Summary

Richard Solt is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Colleyville, TX, with 16 years of industry experience. Richard 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 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
—
View Full SEC Brochure

Location

97 Village Lane, Suite 300, Colleyville, TX, 76034-2992

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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.

Learn about disclosures →
Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2025 - Present · 1 yr
Ameriprise Financial Services, LLCBroker
October 2025 - Present · 1 yr
Previous Registrations
Edward JonesBroker
July 2023 - October 2025 · 2 yrs 3 mos
Edward Jones
July 2023 - October 2025 · 2 yrs 3 mos
Private Capital Management, LLC
July 2022 - August 2023 · 1 yr 1 mo
Fisher Investments
August 2018 - July 2022 · 3 yrs 11 mos
Edward Jones
July 2015 - August 2018 · 3 yrs 1 mo
Edward JonesBroker
July 2015 - August 2018 · 3 yrs 1 mo
TD Ameritrade, INC.Broker
December 2013 - July 2015 · 1 yr 7 mos
TD Ameritrade, INC.
December 2013 - July 2015 · 1 yr 7 mos
Amerivest Investment Management, LLC
December 2013 - July 2015 · 1 yr 7 mos
USAA Financial Planning Services
August 2012 - December 2013 · 1 yr 4 mos
USAA Financial Advisors, INC.Broker
August 2012 - December 2013 · 1 yr 4 mos
Strategic Advisers, INC.
July 2012 - July 2012 · 0 mos
Fidelity Brokerage Services LLCBroker
May 2010 - July 2012 · 2 yrs 2 mos
State Registrations23 states
ARCACOFLGAILKSLAMONCNJNMNVNYOHOKORPAPRTNTXVAWA
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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