CB
CB

Cade Bishop

1 Year of Experience
Collierville, TN
1 DisclosureBroker

Cade Bishop is a registered investment advisor at Ameriprise Financial Services, LLC, based in Collierville, TN, with 1 years of industry experience. Cade 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

Collierville, TN

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History

Regulatory History (1)
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Criminal
August 2020
Final Disposition
Other Business Activities

Cade works for Southern Valet, parking cars at restaurants or private events. This is not investment-related and takes about 10-20% of his time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2024 - Present · 1 yr 10 mos
Ameriprise Financial Services, LLC
August 2024 - Present · 2 yrs 1 mo
Ameriprise Financial Services, LLCBroker
August 2024 - Present · 2 yrs 1 mo
State Registrations1 state
TN
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.