BS
BS

Brian Suher

45 Years of Experience
Portland, OR
3 DisclosuresBroker

Brian Suher is a registered investment advisor at Ameriprise Financial Services, LLC, based in Portland, OR, with 45 years of industry experience. Brian 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

1000 SW Broadway Ste 2200, Portland, OR, 97205-3074

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History

Regulatory History (3)
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
May 2016
Settled
Customer Dispute
September 2015
Settled
Customer Dispute
November 1989
Settled
Other Business Activities

Brian is a board member for Suher, dedicating about 10-20% of his time. He also serves as treasurer for Suher, spending about 10-20% of his time in a non-investment related capacity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2022 - Present · 4 yrs 2 mos
Ameriprise Financial Services, LLC
March 2022 - Present · 4 yrs 2 mos
Ameriprise Financial Services, LLCBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
RBC Capital Markets, LLC
August 2003 - March 2022 · 18 yrs 7 mos
RBC Capital Markets, LLCBroker
March 2002 - March 2022 · 20 yrs
Sutro & CO. IncorporatedBroker
March 2000 - March 2002 · 2 yrs
U.S. Bancorp Piper Jaffray INC.Broker
August 1990 - March 2000 · 9 yrs 7 mos
Black & Company, INC.Broker
March 1983 - August 1990 · 7 yrs 5 mos
Dean Witter Reynolds INC.Broker
February 1980 - January 1983 · 2 yrs 11 mos
State Registrations18 states
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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.