Bethany Beauchamp
Bethany Beauchamp is a registered investment advisor at Ameriprise Financial Services, LLC, based in Altoona, WI, with 9 years of industry experience. Bethany 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1520 Front Porch Pl, Altoona, WI, 54720
Get directionsHistory
Regulatory History (7)
Regulatory
June 2017Judgment / Lien
January 2013Judgment / Lien
May 2011Criminal
August 2010Judgment / Lien
April 2007Criminal
February 2003Employment Separation After Allegations
December 2002Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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.