Susan Emerson
Susan Emerson is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Edina, MN, with 43 years of industry experience. Susan 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
7601 France Ave S, Ste 300, Edina, MN, 55435-5999
Get directionsHistory
Regulatory History (2)
Regulatory
March 1983Customer Dispute
March 1983Other Business Activities
Susan has business ownership in a non-investment related activity since 2005. She dedicates minimal time to this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Rauscher Pierce Refsnes, INC.Broker
Thomson Mckinnon Securities INC.Broker
Contisecurities, INC.Broker
State Registrations8 states
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.