Chad Petersen
Chad Petersen is a registered investment advisor at Ameriprise Financial Services, LLC, based in Omaha, NE, with 13 years of industry experience. Chad 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Omaha, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chad has multiple business ownership interests and outside employment positions, including Momentum Partners LLC and CP Ventures LLC. These activities are investment-related and collectively take up a significant amount of Chad's time, with 60 hours per month dedicated to each of the outside employment positions.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
TD Ameritrade, INC.Broker
State Registrations23 states
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