Ameriprise Financial Services, Inc
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About this Advisor
Kimberly Stewart is a certified financial planner whose office is in Orlando, Florida. Currently a registered investment advisor at Ameriprise Financial Services, Inc, Stewart has 13 years of practice in the financial advisory industry. Stewart maintains a Series 63 license, which designates the advisor as a securities broker. Stewart is registered to act as an advisor in Florida and Texas. Over the course of their career, Stewart has held roles at Edward Jones and Lpl Financial. Ameriprise Financial Services, Inc is headquartered in Orlando, Florida, and operates out of 161 other brick-and-mortar locations in the country. As a registered advisory firm, Ameriprise Financial Services, Inc manages $244 billion in assets across 1,268,997 accounts and employs more than 13,020 people. The amount of assets the firm manages places it among the biggest firms in the country. The firm manages 603,208 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Ameriprise Financial Services, Inc can offer 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
Years of Experience
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Ameriprise Financial Services, Inc Brokerage Details
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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
Kimberly Stewart Work History
Kimberly has 13 years of experience.
Kimberly Stewart has no disclosures.
Please visit their SEC profile for more details.