HB
CFP
HB
CFP

Hunter Bell

6 Years of Experience
Cedar Falls, IA
Broker

Hunter Bell is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Cedar Falls, IA, with 6 years of industry experience. Hunter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

715 W 1st St, Cedar Falls, IA, 50613-2617

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Hunter is involved with Meregrass, Inc. since 2014. This activity is not investment-related and takes about 10-20% of Hunter's time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2024 - Present · 2 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 2024 - Present · 2 yrs 7 mos
Ameriprise Financial Services, LLC
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
Lsb Wealth Management
December 2021 - March 2024 · 2 yrs 3 mos
LPL Financial LLCBroker
June 2021 - March 2024 · 2 yrs 9 mos
LPL Financial LLC
June 2021 - September 2022 · 1 yr 3 mos
Edward Jones
September 2019 - February 2021 · 1 yr 5 mos
Edward JonesBroker
August 2019 - February 2021 · 1 yr 6 mos
State Registrations17 states
AZCACOFLGAIAINKSMNMONVNYOKPATXWAWI
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.
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