TrueAdvisor
TrueAdvisor
RE
CFP
RE
CFP

Reid Evans

Ameriprise Financial Services, LLC
11 Years of Experience
Pella, IA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Reid Evans is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Pella, IA, with 11 years of industry experience. Reid 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
—
View Full SEC Brochure

Location

1109 Washington St, Pella, IA, 50219

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Reid works as an independent insurance broker for multiple companies, including American General, Banner Life, and Transamerica. He also serves on the board of directors and as Interim President for Evans, spending a few hours per week on these roles.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2021 - Present · 5 yrs 3 mos
Ameriprise Financial Services, LLC
July 2021 - Present · 5 yrs 3 mos
Ameriprise Financial Services, LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
November 2015 - July 2021 · 5 yrs 8 mos
Raymond James Financial Services, INC.Broker
November 2015 - July 2021 · 5 yrs 8 mos
Investment Advisors CORP
March 2015 - November 2015 · 8 mos
Broker Dealer Financial Services CORP.Broker
February 2015 - November 2015 · 9 mos
State Registrations13 states
AZFLGAIAILINKSMONEOKSDTXWI
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.
More Advisors
More financial advisors in Pella, IA →All financial advisors in Iowa →