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CFP

Parker Wiseman

Ameriprise Financial Services, LLC
12 Years of Experience
Fort Collins, CO
Broker
View SEC Summary
View SEC Summary

Parker Wiseman is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Fort Collins, CO, with 12 years of industry experience. Parker 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Fort Collins, CO

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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

Parker intends to create comedy/hobby commentary videos for Youtube and TikTok, with no finance or investment-related content. These activities are not investment-related and require minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2017 - Present · 9 yrs 2 mos
Ameriprise Financial Services, LLC
August 2017 - Present · 9 yrs 2 mos
Ameriprise Financial Services, LLCBroker
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
Morgan Stanley
November 2015 - August 2017 · 1 yr 9 mos
Morgan StanleyBroker
November 2015 - August 2017 · 1 yr 9 mos
Strategic Advisers, INC.
September 2014 - September 2015 · 1 yr
Fidelity Brokerage Services LLCBroker
January 2014 - September 2015 · 1 yr 8 mos
State Registrations9 states
CACOCTFLMAMENHNYRI
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.
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