James Wilbanks
James Wilbanks is a registered investment advisor at Ameriprise Financial Services, LLC, based in Norman, OK, with 6 years of industry experience. James 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
581 Merchant Dr, Norman, OK, 73069-6575
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James owns a consulting business since 2015 and serves as treasurer on the board of directors for Wilbanks since September 2024. He also works as Chief Investment Officer and Chief Operating Officer for MEW Practice Management, LLC since 2019, dedicating about 10-20% of his time to each of the first two activities and about a third of his time to the last.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations2 states
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