Edward Zdolshek
Edward Zdolshek is a registered investment advisor at Ameriprise Financial Services, LLC, based in Cleveland, OH, with 8 years of industry experience. Edward 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
25201 Chagrin Blvd Ste 350, Cleveland, OH, 44122
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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 →Other Business Activities
Edward is involved with St. Ignatius High School, dedicating about 10-20% of his time. He also works with Certainty of Uncertainty in an investment-related role for 60 hours per month.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations15 states
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.