Joshua Dees
Joshua Dees is a registered investment advisor at Ameriprise Financial Services, LLC, based in Loveland, CO, with 13 years of industry experience. Joshua 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
4025 Saint Cloud Dr, Suite 100, Loveland, CO, 80538
Get directionsHistory
Regulatory History (1)
Judgment / Lien
October 2024Other Business Activities
Joshua owns a rental property in Red Feather Lakes, CO, since 2022. He dedicates minimal time to this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations35 states
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
More Advisors
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