Kevin
Kellogg

Ameriprise Financial Services, Inc

CRD#723038
Investment Advisor
in San Diego, CA
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About this Advisor

Kevin Kellogg is a certified financial planner whose office is in San Diego, California. Currently a registered advisor at Ameriprise Financial Services, Inc, Kellogg has 11 years of work experience as a financial advisor. Kellogg has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Kellogg is registered to act as a financial advisor in California and Texas. Their career trajectory has included roles at Wells Fargo Investments, LLC and Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is based out of San Diego, California, and has 161 additional offices across the nation. As a company, Ameriprise Financial Services, Inc manages $244 billion in assets across 1,268,997 client accounts and retains more than 13,020 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 603,208 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Ameriprise Financial Services, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

8910 University Center Ln Ste 200
San Diego, CA 92122-1023

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$244,241,253,479

CA Average: $5,289,111,388
Total Number of Employees

13,020

CA Average: 157
Total Number of Accounts

1,268,997

CA Average: 8,262
Average Account Size

$192,468

CA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Kevin Kellogg Work History

Kevin has 11 years of experience.

2010 - Present (9 years)

Ameriprise Financial Services, Inc

2007 - 2010 (3 years)

Wells Fargo Investments, LLC

Disclosures

Kevin Kellogg has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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