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Paul Stansberry

Ameriprise Financial Services, LLC
42 Years of Experience
Minneapolis, MN
3 DisclosuresBroker
View SEC Summary
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Paul Stansberry is a registered investment advisor at Ameriprise Financial Services, LLC, based in Minneapolis, MN, with 42 years of industry experience. Paul 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.

Ameriprise Financial Services, LLC
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
—
View Full SEC Brochure

Location

901 3rd Ave S, Minneapolis, MN, 55402

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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.
Financial
February 2024
Final
Judgment / Lien
February 2016
Regulatory
September 1996
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Paul is an employee for Delano Girls High School Hockey as a public address announcer and scorekeeper since 2017. He also works for Arbiter Sports as a public address announcer since 2020, dedicating about 10-20% of his time to both activities combined.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2009 - Present · 17 yrs 9 mos
Ameriprise Financial Services, LLC
October 2008 - Present · 18 yrs
Ameriprise Financial Services, LLCBroker
October 2008 - Present · 18 yrs
Previous Registrations
Foresters Equity Services, INC.Broker
September 2007 - January 2008 · 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2006 - June 2006 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2006 - June 2006 · 5 mos
Wells Fargo Investments, LLCBroker
March 2004 - January 2006 · 1 yr 10 mos
Marquette Financial Group, INC.Broker
February 1998 - August 2002 · 4 yrs 6 mos
Global Financial Group, INC.Broker
November 1994 - February 1998 · 3 yrs 3 mos
Hayne, Miller Financial, INC.Broker
September 1989 - November 1994 · 5 yrs 2 mos
Hayne, Miller & Swearingen, INC.Broker
February 1986 - September 1989 · 3 yrs 7 mos
Summit Investment CorporationBroker
June 1985 - February 1986 · 8 mos
Engler and Budd CompanyBroker
July 1982 - June 1985 · 2 yrs 11 mos
Alstead, Strangis and Dempsey IncorporatedBroker
October 1980 - July 1982 · 1 yr 9 mos
State Registrations14 states
ALARDEMAMNMSMTNENVOKRIUTVAWA
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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