Encompass Wealth Advisors - Ameriprise Financial Services, LLC
-
3600 Minnesota Drive
, Ste 550
Edina, Minnesota 55435 - (952) 300-2330
- Website
Hours
Chamber Rating
-
Allie Gehr
Jan 16th, 2024 -
Brandon Wagner
Update: A complaint was filed and now a review letter of complaint findings sent to me and guess who reviewed the complaint? Ameriprise did. So of course its a biased complaint review process to favor Ameriprise FA's actions, or in my case... a lack of my FA actions and a waste of time to complain about your Financial Advisor at Ameriprise. I would assume an outside entity would investigate wrongdoing for these issues but not at Ameriprise. I have attached the 2nd page letter that specifically states that neither Ameriprise nor its financial advisors have the ability to predict or control market performance. Hmmm, so why do we need a financial advisor then? My complaint letter sent to me by Ameriprise Biased Compliance Manager (that does NOT say or deny that he has his own FA, hmm??) also has multiple lies and inaccuracies, assumed given to him by Jason Lane my so-called financial expert. 'Encompass Wealth, the only people who are getting wealthy are the financial advisors here. I was referred to Jason Lane and he has been a huge disappointment in my portfolio. Lack of communication and unable to effectively communicate, no attention to detail, no expert analysis, NO degree in finance, trouble with scheduling appointments, lack of not knowing if accounts are FDIC insured, does not know company fees for transfers, and gets snippy at you when you share your opinions. The most communication I received from Jason in 14 months is when I got tired of his lack of financial expertise. I highly recommend you use email to communicate so you have evidence of above issues like I have to validate your complaints. Encompass Wealth are a group of Financial Advisors NOT Fiduciaries so they have no legal obligation or held to a legal obligation to make you money. Question: What profession can you get away with that you still get paid if you consistently lose someone else's money? Answer: Financial advisors. They are like Lawyers, they get paid if you win or lose. How convenient. The most controversial email signature of all time from Jason Lane: ''I'm proud to have been named a Forbes Best-in-State Wealth Advisor for 2023. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. " How do you win an award for 2023 and the year is not even over yet? Hmmmm, questions to ponder, questions to ponder indeed. My quote about the Jason Lane Experience: "The greatest reward is I get paid regardless if you gain or lose money from my services." A quote I have never heard in my life...."Wow!!! I have the greatest Financial Advisor ever, he/she has really made me a ton of money." 3k-5k a year in fees, that's over 100k in 20 years to LOSE your money, think about that before investing with this group. I invite everyone to research the study that paired Monkeys against Financial experts picking investments from 1964-2004. Yup you guessed it the Monkeys picked better investments than the experts. 98 out of 100 monkeys performed better than the experts EVERY YEAR!!!!!! The process replicated 100 monkeys throwing darts at the stock pages each year....WHAT!?!?!!!!! FYI: The monkeys DID NOT charge any advisory fees' though. You have been warned.
Mar 7th, 2024
About
Encompass Wealth Advisors - Ameriprise Financial Services, LLC
At Encompass Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Edina, MN area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Contact Info
- (952) 300-2330
- [email protected]
- Website
Services
- Investment Management
- Retirement Planning Strategies
- Tax Planning Strategies
- Business Retirement Plans
- Executive Compensation and Benefit Strategies
- Saving for Education
- Estate Planning Strategies
- Retirement Income Strategies
- Insurance
- Small Business
Languages
- English
Specialities
- Investment Management
- Retirement Planning Strategies
- Tax Planning Strategies
- Business Retirement Plans
- Executive Compensation and Benefit Strategies
- Saving for Education
- Estate Planning Strategies
- Retirement Income Strategies
- Insurance
- Small Business
Questions & Answers
Q What is the phone number for Encompass Wealth Advisors - Ameriprise Financial Services, LLC?
A The phone number for Encompass Wealth Advisors - Ameriprise Financial Services, LLC is: (952) 300-2330.
Q Where is Encompass Wealth Advisors - Ameriprise Financial Services, LLC located?
A Encompass Wealth Advisors - Ameriprise Financial Services, LLC is located at 3600 Minnesota Drive, Ste 550, Edina, Minnesota 55435
Q What is the internet address for Encompass Wealth Advisors - Ameriprise Financial Services, LLC?
A The website (URL) for Encompass Wealth Advisors - Ameriprise Financial Services, LLC is: https://www.ameripriseadvisors.com/team/encompass-wealth-advisors/
Q How big is Encompass Wealth Advisors - Ameriprise Financial Services, LLC?
A Encompass Wealth Advisors - Ameriprise Financial Services, LLC employs approximately 20+ people.
Q What days are Encompass Wealth Advisors - Ameriprise Financial Services, LLC open?
A Encompass Wealth Advisors - Ameriprise Financial Services, LLC is open:
Friday: 8:30 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:30 AM - 5:00 PM
Tuesday: 8:30 AM - 5:00 PM
Wednesday: 8:30 AM - 5:00 PM
Thursday: 8:30 AM - 5:00 PM
Q How is Encompass Wealth Advisors - Ameriprise Financial Services, LLC rated?
A Encompass Wealth Advisors - Ameriprise Financial Services, LLC has a 3.0 Star Rating from 2 reviewers.
Hours
Ratings and Reviews
Encompass Wealth Advisors - Ameriprise Financial Services, LLC
Overall Rating
Overall Rating
( 2 Reviews )Allie Gehr on Google
Brandon Wagner on Google
Update: A complaint was filed and now a review letter of complaint findings sent to me and guess who reviewed the complaint? Ameriprise did. So of course its a biased complaint review process to favor Ameriprise FA's actions, or in my case... a lack of my FA actions and a waste of time to complain about your Financial Advisor at Ameriprise. I would assume an outside entity would investigate wrongdoing for these issues but not at Ameriprise. I have attached the 2nd page letter that specifically states that neither Ameriprise nor its financial advisors have the ability to predict or control market performance. Hmmm, so why do we need a financial advisor then? My complaint letter sent to me by Ameriprise Biased Compliance Manager (that does NOT say or deny that he has his own FA, hmm??) also has multiple lies and inaccuracies, assumed given to him by Jason Lane my so-called financial expert.
'Encompass Wealth, the only people who are getting wealthy are the financial advisors here. I was referred to Jason Lane and he has been a huge disappointment in my portfolio. Lack of communication and unable to effectively communicate, no attention to detail, no expert analysis, NO degree in finance, trouble with scheduling appointments, lack of not knowing if accounts are FDIC insured, does not know company fees for transfers, and gets snippy at you when you share your opinions. The most communication I received from Jason in 14 months is when I got tired of his lack of financial expertise. I highly recommend you use email to communicate so you have evidence of above issues like I have to validate your complaints.
Encompass Wealth are a group of Financial Advisors NOT Fiduciaries so they have no legal obligation or held to a legal obligation to make you money. Question: What profession can you get away with that you still get paid if you consistently lose someone else's money? Answer: Financial advisors. They are like Lawyers, they get paid if you win or lose. How convenient.
The most controversial email signature of all time from Jason Lane: ''I'm proud to have been named a Forbes Best-in-State Wealth Advisor for 2023. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. "
How do you win an award for 2023 and the year is not even over yet? Hmmmm, questions to ponder, questions to ponder indeed.
My quote about the Jason Lane Experience: "The greatest reward is I get paid regardless if you gain or lose money from my services."
A quote I have never heard in my life...."Wow!!! I have the greatest Financial Advisor ever, he/she has really made me a ton of money."
3k-5k a year in fees, that's over 100k in 20 years to LOSE your money, think about that before investing with this group.
I invite everyone to research the study that paired Monkeys against Financial experts picking investments from 1964-2004. Yup you guessed it the Monkeys picked better investments than the experts. 98 out of 100 monkeys performed better than the experts EVERY YEAR!!!!!! The process replicated 100 monkeys throwing darts at the stock pages each year....WHAT!?!?!!!!!
FYI: The monkeys DID NOT charge any advisory fees' though.
You have been warned.
Overall Rating
Overall Rating
( 2 Reviews )Write a Review
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