Donna Carpenter
Donna Carpenter is a registered investment advisor at Ameriprise Financial Services, LLC, based in Golden Valley, MN, with 10 years of industry experience. Donna 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
8325 Wayzata Blvd, Ste 100, Golden Valley, MN, 55426
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donna is involved in direct sales with Young Living Essential Oils since 2014, dedicating about 10-20% of her time. She is also a registered team member-advisor with TC Trailmarkers LLC, spending approximately 60 hours per month, including time during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations19 states
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