Dylan Breaux
Advisor at Ameriprise
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Ameriprise
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lake Charles, LA 70605
Credentials
Series 66
Industry experience
3 years
Dylan Breaux is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services, the PE Training Center, and TWFG Kelly Lee Insurance. His background also includes roles outside finance, such as positions at Orange Theory Fitness and Green House Salad Co. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.
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.
4110 Lake St Ste 100
Lake Charles, LA 70605
Louisiana · Texas
Ameriprise Financial Services, LLC.
2023 - Present (3 years)
Ameriprise Financial Services
2023 - 2023 (1 year)
PE Training Center
2021 - 2023 (2 years)
TWFG Kelly Lee Insurance
2020 - 2021 (1 year)
Ameriprise Financial Services, LLC
2020 - 2020 (1 year)
PE Training Center
2019 - 2020 (1 year)
Orange Theory Fitness Lake Charles
2018 - 2019 (1 year)
Green House Salad Co.
2017 - 2018 (1 year)
College
2016 - 2020 (4 years)
Graywood Plantation Golf Course
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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