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 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
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.