EP
CFA
EP
CFA

Edward Painvin

7 Years of Experience
Granville, OH
Broker

Edward Painvin is a CFA-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Granville, OH, with 7 years of industry experience. Edward 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

1925 Newark Granville Rd, Granville, OH, 43023

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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

Edward is the President of Painvin since 2021 and Treasurer of Painvin since 2024. He dedicates a few hours per week to each of these not investment-related roles.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2022 - Present · 4 yrs 6 mos
Ameriprise Financial Services, LLC
March 2022 - Present · 4 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Tembo Wealth
April 2021 - March 2022 · 11 mos
Chase Investment Counsel Corporation
May 2012 - July 2014 · 2 yrs 2 mos
State Registrations24 states
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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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