Kevin
Black

Ameriprise Financial Services, Inc

CRD#5107560
Investment Advisor
in West Des Moines, IA

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About this Advisor

Kevin Black is an investment advisor in West Des Moines, Iowa. Currently a registered advisor with Ameriprise Financial Services, Inc, they have accumulated 12 years of practice as a registered investment advisor. Black has Series 63 and Series 66 licenses, certifying them as a securities representative. Black is able to work with clients in Iowa and Texas. Throughout their career, they have worked at Td Ameritrade, Ameriprise Financial Services, Inc and Dale R. Whiting & Associates. Ameriprise Financial Services, Inc is based out of West Des Moines, Iowa, and operates out of 161 offices in the United States. As a registered investment advisory firm, Ameriprise Financial Services, Inc manages $244 billion in assets throughout 1,268,997 client accounts and retains more than 13,020 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the United States. The firm manages 603,208 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Ameriprise Financial Services, Inc can provide 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 66

Years of Experience

12 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

No

Office Location

1089 Jordan Creek Pkwy Ste 110
West Des Moines, IA 50266-5830

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

IA Average: 157
Total Number of Accounts

1,393,263

IA Average: 8,262
Average Account Size

$178,230

IA 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 Black Work History

Kevin has 12 years of experience.

2013 - Present (6 years)

Ameriprise Financial Services, Inc

2012 - 2013 (1 year)

Dale R. Whiting & Associates

2011 - 2012 (1 year)

Ameriprise Financial Services, Inc

2006 - 2011 (5 years)

Td Ameritrade

Disclosures

Kevin Black has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, Inc

Milan Smado
Richardson, TX
Jason Helbig
Gresham, OR
John Lewis
Roseville, CA
Amy Smith
Novi, MI
Kevin Pittman
McKinney, TX
Mark Leach
Lutherville Timonium, MD
Kelly Noonan
De Pere, WI
Ashlie Connelly
Cheyenne, WY

This content was compiled from the SEC and FINRA.

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