Ameriprise Financial Services
45yrs
Top advisor by experience in Owings Mills
7yrs
Regis Breen
Financial advisor at Ameriprise Financial Services
Regis Breen is a fiduciary financial advisor in Owings Mills, Maryland, with 7 years in the industry. Regis joined Ameriprise Financial Services in 2020, a firm offering financial planning, investment management, and retirement plan consulting. Ameriprise Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 339 advisors with offices in Owings Mills, and one of 329 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office300 Red Brook Blvd Suite 320, Owings Mills, MD 21117
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 ?2 states
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.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Regis
Local office(301) 876-4972Ask for Regis. (612) 671-3131Main office · Minneapolis, MN 300 Red Brook Blvd Suite 320Owings Mills, MD 21117Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Regis
Tailored to Regis’s registration and firm.
- 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
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About Regis
How do I contact Regis?
Call Regis’s local office at (301) 876-4972 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Regis Breen.
How long has Regis been a financial advisor?
Regis has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Regis hold?
Series 66. Tap any license on this page to see what it allows.
Is Regis a fiduciary?
Regis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Regis paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Regis 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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