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Tony Conroy

7 Years of Experience
St. Michael, MN
1 DisclosureBroker

Tony Conroy is a registered investment advisor at Ameriprise Financial Services, LLC, based in St. Michael, MN, with 7 years of industry experience. Tony 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

12725 43rd St Ne, Ste 103, St. Michael, MN, 55376-4928

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History

Regulatory History (1)
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Financial
June 2018
Final
Other Business Activities

Tony is an employee and financial advisor at Integrity Point LLC since January 2025. This takes about a third of his time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2024 - Present · 1 yr 10 mos
Ameriprise Financial Services, LLC
July 2024 - Present · 1 yr 10 mos
Ameriprise Financial Services, LLCBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Edward Jones
August 2018 - July 2024 · 5 yrs 11 mos
Edward JonesBroker
July 2018 - July 2024 · 6 yrs
State Registrations7 states
ALAZIAMNMOUTWI
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.