Ky
Fiser

Ameriprise Financial Services, Inc

CRD#4446814
Investment Advisor
in Dallas, TX
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About this Advisor

Ky Fiser is a certified financial planner in Dallas, Texas. Currently a registered financial advisor at Ameriprise Financial Services, Inc, Fiser has 17 years of professional experience in the financial advisory industry. Fiser holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Fiser can advise investors based out of Texas. During their career, Fiser has held roles at American Express Financial Advisors, Wfg Investments, Inc and Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is located in Dallas, Texas, and operates out of 161 additional offices across the United States. In total, Ameriprise Financial Services, Inc oversees $244 billion in assets across 1,268,997 client accounts and retains more than 13,020 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the nation. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's customers are high-net-worth individuals, meaning they have over $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 66, Certified Financial Planner

Years of Experience

17 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

4144 N Central Expy Ste 538
Dallas, TX 75204

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

TX Average: 157
Total Number of Accounts

1,393,263

TX Average: 8,262
Average Account Size

$178,230

TX 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

Ky Fiser Work History

Ky has 17 years of experience.

2017 - Present (2 years)

Ameriprise Financial Services, Inc

2012 - 2017 (5 years)

Wfg Investments, Inc

2001 - 2012 (11 years)

American Express Financial Advisors

Disclosures

Ky Fiser has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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