William Brant
William Brant is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bend, OR, with 6 years of industry experience. William 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
214 SE Vine Ln, Bend, OR, 97702
Get directionsHistory
Regulatory History (1)
Criminal
September 2017Other Business Activities
William owns two single-family real estate properties, one since 2022 and another since 2024. He also performs stand-up comedy at local clubs, dedicating minimal time to this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLCBroker
Goldman Sachs & CO. LLCBroker
Mercer Allied Company, L.P.Broker
Goldman Sachs Ayco Personal Financial Management
State Registrations2 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.
Exams
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