BZ
BZ

Brian Zdeblick

11 Years of Experience
St Charles, IL
Broker

Brian Zdeblick is a registered investment advisor at Ameriprise Financial Services, LLC, based in St Charles, IL, with 11 years of industry experience. Brian 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

619 W Main St, St Charles, IL, 60174

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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

Brian is a volunteer on the Board of Directors for Zdeblick. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2021 - Present · 4 yrs 11 mos
Ameriprise Financial Services, LLCBroker
October 2021 - Present · 4 yrs 11 mos
Ameriprise Financial Services, LLC
October 2021 - Present · 4 yrs 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
October 2020 - October 2021 · 1 yr
Fidelity Brokerage Services LLCBroker
September 2020 - October 2021 · 1 yr 1 mo
Nuveen Asset Management, LLC
August 2016 - September 2020 · 4 yrs 1 mo
Nuveen Securities, LLCBroker
May 2016 - September 2020 · 4 yrs 4 mos
Incapital Insurance Services, LLCBroker
October 2014 - May 2016 · 1 yr 7 mos
Incapital LLCBroker
September 2014 - May 2016 · 1 yr 8 mos
State Registrations14 states
AZCACOFLIAILINKSNCNYOHSCVAWI
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.
Brian Zdeblick - Financial Advisor | TrueAdvisor