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Ryan Gilbert

Ameriprise Financial Services, LLC
15 Years of Experience
West Des Moines, IA
1 DisclosureBroker
View SEC Summary
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Ryan Gilbert is a registered investment advisor at Ameriprise Financial Services, LLC, based in West Des Moines, IA, with 15 years of industry experience. Ryan 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

1200 Valley West Dr, Ste 608, West Des Moines, IA, 50266

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
April 2020
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Ryan owns RMG Infinity LLC, an investment-related business, dedicating about a quarter of his time to it. He also serves in the US Air Force Reserves, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2018 - Present · 8 yrs 7 mos
Ameriprise Financial Services, LLC
March 2018 - Present · 8 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 2018 - Present · 8 yrs 7 mos
Previous Registrations
Waddell & Reed
May 2011 - March 2018 · 6 yrs 10 mos
Waddell & ReedBroker
March 2011 - March 2018 · 7 yrs
State Registrations8 states
AZFLIAMNMONCNETX
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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