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Lillie Pearo

Advisor at Ameriprise

Updated today

Location

Crosslake, MN

Credentials

Series 63, Series 66

Industry experience

16 years

About

Lillie Pearo is a financial advisor with Ameriprise in Crosslake, MN, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2016. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team. The firm combines research and modeling with algorithmic tools to generate tailored retirement income recommendations.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$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%

Other

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.

Location

Crosslake, MN

Most active in

Minnesota · Texas

Work history

Ameriprise

2020 - Present (6 years)

Ameriprise Financial Services, Inc.

2016 - 2020 (4 years)

Unemployed

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert F

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Divorce financial planning Retirement income strategy General estate planning guidance Doctor or Medical Professional
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