WN
CFP
WN
CFP

Walter Niemczura

15 Years of Experience
Indianapolis, IN
Broker

Walter Niemczura is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Indianapolis, IN, with 15 years of industry experience. Walter 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
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
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Location

Indianapolis, IN

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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

Walter owns Niemczura Wealth Management Group, LLC, an LLC established for operations of his wealth management business, but is closing it now that he moved his practice to Ameriprise. He spends a few hours per week on this activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2024 - Present · 1 yr 11 mos
Ameriprise Financial Services, LLC
November 2024 - Present · 1 yr 11 mos
Ameriprise Financial Services, LLCBroker
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
March 2016 - November 2024 · 8 yrs 8 mos
Raymond James Financial Services, INC.Broker
March 2016 - November 2024 · 8 yrs 8 mos
UBS Financial Services INC.
April 2011 - March 2016 · 4 yrs 11 mos
UBS Financial Services INC.Broker
March 2011 - March 2016 · 5 yrs
State Registrations21 states
AZCACOFLGAILINMAMINCNJNYOHOKORSCTNTXUTVAWI
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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