Renata Garbowski
Renata Garbowski is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bend, OR, with 7 years of industry experience. Renata 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
345 SE 3rd St, Bend, OR, 97702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Renata owns real estate and a consulting business, and is employed by Trustpoint Services LLC. She dedicates minimal time to her business ownership and real estate activities, and about a third of her time to her employment with Trustpoint Services LLC.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Edward JonesBroker
Edward Jones
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations10 states
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