LPL Financial
47yrs
Top advisor by experience in Grand Rapids
27yrs
Beth Fredricks
Full name on record: Beth Ann Fredricks
Financial advisor at Ameriprise Financial Services
Based in Grand Rapids, Michigan, Beth Fredricks is a fiduciary financial advisor with 27 years of industry experience. Beth has been with Ameriprise Financial Services since 2010. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1010 advisors with offices in Grand Rapids, and one of 941 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 22% by experience nationwide
OfficeGrand Rapids, MI
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2010 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Beth
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Beth. Grand Rapids, MIOffice · Get directions LinkedIn pageAmeriprise Financial ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Beth
Tailored to Beth’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Beth
How do I contact Beth?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Beth Fredricks. Beth works from the Grand Rapids, MI office.
How long has Beth been a financial advisor?
Beth has been in the industry since 1999, about 27 years. Top 22% by experience nationwide.
What licenses does Beth hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Beth a fiduciary?
Beth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Beth paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Beth for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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