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 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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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 1 mo
Ameriprise Financial Services, LLC
March 2022 - Present · 4 yrs 2 mos
Ameriprise Financial Services, LLCBroker
March 2022 - Present · 4 yrs 2 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.
Edward Painvin - Financial Advisor | TrueAdvisor