NB
NB

Nicholas Blasberg

13 Years of Experience
Cedar Falls, IA
Broker

Nicholas Blasberg is a registered investment advisor at Ameriprise Financial Services, LLC, based in Cedar Falls, IA, with 13 years of industry experience. Nicholas 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

715 W 1st St, Cedar Falls, IA, 50613-2617

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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

Nicholas co-owns B&R Holdings LLC (real estate) and B&R Partners LLC (managing Ameriprise business), dedicating minimal time to the former and about a quarter of his time to the latter. He also serves on the board of directors and investment committee for Blasberg, spending minimal time on each.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2024 - Present · 2 yrs 2 mos
Ameriprise Financial Services, LLC
March 2024 - Present · 2 yrs 2 mos
Ameriprise Financial Services, LLCBroker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Lsb Wealth Management
December 2021 - March 2024 · 2 yrs 3 mos
LPL Financial LLCBroker
April 2013 - March 2024 · 10 yrs 11 mos
LPL Financial LLC
April 2013 - September 2022 · 9 yrs 5 mos
Edward JonesBroker
October 2012 - January 2013 · 3 mos
State Registrations10 states
ARAZCACOIAILKSMNNVTX
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.