David Granson
David Granson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Indianapolis, IN, with 10 years of industry experience. David 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
8945 N Meridian St Ste 200, Indianapolis, IN, 46260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
David is an employee of TGG Operations, LLC, dedicating about a quarter of his time during trading hours. He also serves on the finance committee for Sacred Heart of Jesus Church, spending minimal time reviewing budgets and balance sheets quarterly.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Cfd Investments, INC.Broker
Creative Financial Designs, INC.
Waddell & Reed
Waddell & ReedBroker
State Registrations9 states
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