JY
JY

John Yaeger

12 Years of Experience
Golden Valley, MN
Broker

John Yaeger is a registered investment advisor at Ameriprise Financial Services, LLC, based in Golden Valley, MN, with 12 years of industry experience. John 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

8325 Wayzata Blvd, Ste 100, Golden Valley, MN, 55426

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John is a registered team member and advisor at TC Trailmarkers LLC since 2019. This investment-related activity takes about a third of his time, including 60 hours during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
May 2019 - Present · 7 yrs
Ameriprise Financial Services, LLC
May 2019 - Present · 7 yrs
Ameriprise Financial Services, LLC
May 2019 - Present · 7 yrs
Previous Registrations
Ameriprise Financial Services, INC.
July 2015 - March 2019 · 3 yrs 8 mos
Ameriprise Financial Services, INC.Broker
October 2014 - March 2019 · 4 yrs 5 mos
LPL Financial LLCBroker
November 2013 - October 2014 · 11 mos
LPL Financial LLC
November 2013 - September 2014 · 10 mos
Ameriprise Financial Services, INC.Broker
July 2013 - October 2013 · 3 mos
State Registrations14 states
CACOGAIAILINMIMNNJNMNYSCWAWI
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.