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Frank Campanale

43 Years of Experience
Orchard Lake, MI
1 DisclosureBroker

Frank Campanale is a registered investment advisor at Ameriprise Financial Services, LLC, based in Orchard Lake, MI, with 43 years of industry experience. Frank 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

Orchard Lake, MI

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History

Regulatory History (1)
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.
Customer Dispute
June 1999
Denied
Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2025 - Present · 5 mos
Ameriprise Financial Services, LLC
December 2025 - Present · 5 mos
Ameriprise Financial Services, LLCBroker
December 2025 - Present · 5 mos
Previous Registrations
Wells Fargo Advisors
March 2016 - May 2025 · 9 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
February 2016 - May 2025 · 9 yrs 3 mos
Lebenthal Asset Management, LLC
November 2013 - October 2015 · 1 yr 11 mos
Lebenthal & CO., LLCBroker
November 2013 - October 2015 · 1 yr 11 mos
Concept Capital Markets, LLCBroker
June 2013 - October 2013 · 4 mos
Concept Asset Management
June 2013 - October 2013 · 4 mos
First Allied Advisory Services, INC.
October 2010 - May 2012 · 1 yr 7 mos
First Allied Securities, INC.Broker
May 2008 - April 2012 · 3 yrs 11 mos
First Allied Securities, INC.
May 2008 - April 2012 · 3 yrs 11 mos
Illington Capital, INC.Broker
January 2006 - August 2006 · 7 mos
Citigroup Global Markets INC.Broker
July 1993 - December 2003 · 10 yrs 5 mos
Lehman Brothers INC.Broker
February 1988 - July 1993 · 5 yrs 5 mos
E. F. Hutton & Company INCBroker
September 1977 - February 1988 · 10 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
July 1976 - October 1977 · 1 yr 3 mos
State Registrations3 states
FLMINM
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.
Frank Campanale - Financial Advisor | TrueAdvisor