JF
JF

Justin Fruhwirth

10 Years of Experience
Richardson, TX
1 DisclosureBrokerSells Insurance

Justin Fruhwirth is a registered investment advisor at Ameriprise Financial Services, LLC, based in Richardson, TX, with 10 years of industry experience. Justin 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

2600 N Central Expy, Ste 700, Richardson, TX, 75080-2063

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2024
Denied
Other Business ActivitiesSells Insurance

Justin works as an independent insurance broker for Talcott/Prudential, selling universal life insurance. He also works at American National Bank of Texas, dedicating about a quarter of his time to one role and about 10-20% of his time to another.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2021 - Present · 4 yrs 7 mos
Ameriprise Financial Services, LLCBroker
December 2021 - Present · 4 yrs 7 mos
Ameriprise Financial Services, LLC
December 2021 - Present · 4 yrs 7 mos
Previous Registrations
LPL Financial LLC
January 2021 - December 2021 · 11 mos
LPL Financial LLCBroker
January 2021 - December 2021 · 11 mos
Advice and Planning Services
October 2018 - November 2020 · 2 yrs 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
August 2018 - November 2020 · 2 yrs 3 mos
TD Ameritrade, INC.Broker
January 2018 - June 2018 · 5 mos
Scottrade, INC.Broker
August 2015 - February 2018 · 2 yrs 6 mos
State Registrations3 states
FLOKTX
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.
Justin Fruhwirth - Financial Advisor | TrueAdvisor