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Mark Tetuan

49 Years of Experience
Erie, PA
1 DisclosureBroker

Mark Tetuan is a registered investment advisor at Ameriprise Financial Services, LLC, based in Erie, PA, with 49 years of industry experience. Mark 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

History

Regulatory History (1)
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Customer Dispute
May 2013
Denied
Other Business Activities

Mark owns commercial real estate property since 2013. This activity is investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2003 - Present · 22 yrs 7 mos
Ameriprise Financial Services, LLCBroker
November 1976 - Present · 49 yrs 6 mos
Ameriprise Financial Services, LLC
November 1976 - Present · 49 yrs 6 mos
Previous Registrations
Ids Life Insurance CompanyBroker
November 1976 - July 2006 · 29 yrs 8 mos
Ids Financial Services INC.Broker
November 1976 - December 1986 · 10 yrs 1 mo
State Registrations4 states
FLGANCPA
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.