Angela Ambrose is a CFP-designated registered investment advisor at Cetera Planning Partners, based in Schaumburg, IL, with 8 years of industry experience. Angela is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,849 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Maximum advisor fee is up to 1.65%. Additional administrative, strategist, and optional service fees of up to 0.05%, 0.90%, and 0.40% respectively may apply depending on portfolio selections.
Fee Estimator
Location
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096
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Regulatory History
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 →Employment History
Current Registrations
Cetera Planning Partners
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Planning Partners, INC.
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Credit Union Investment Services
Secu Brokerage ServicesBroker
Edward Jones
Edward JonesBroker
Credit Union Investment Services
Secu Brokerage ServicesBroker
State Registrations1 state
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
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