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Credentials
Series 63, Series 66
Experience Industry experience
38 years
Location
Unionville, MO 63565
Ameriprise
Institution
Craig Comstock is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Ameriprise since 2018, previously spending 17 years with Investment Professionals Inc. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.
Based on Ameriprise
Based on Ameriprise
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
Unionville, MO
1604 Main St
Unionville MO 63565
Advisors at this office
1
Missouri · Texas
38 years of industry experience
Ameriprise
2020 - Present • 6 years
Unionville, MO
Ameriprise Financial Services, inc
2018 - 2020 • 2 years
Unionville, MO
Investment Professionals Inc
2001 - 2018 • 17 years
Unionville, MO
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Is active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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