Kelly
Noonan

Ameriprise Financial Services, Inc

CRD#5840488
Investment Advisor
in De Pere, WI

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About this Advisor

Kelly Noonan is a financial advisor working out of De Pere, Wisconsin, with 10 years in the industry. Noonan is an advisor for Ameriprise Financial Services, Inc. Their career trajectory has included roles at Fratello'S Waterfront Restaurant, Morgan Stanley, Metlife, Wal-Mart, Kewaunee School District, Florida Virtual School, Morgan Stanley Private Bank, National Association and Ameriprise Financial Services Inc. Noonan has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Wisconsin. Ameriprise Financial Services, Inc is a financial advisory firm that has its headquarters in De Pere, Wisconsin. The investment advisory business has offices in 161 locations and a total of 13,020 employees. It has $244 billion in assets under management across its 1,268,997 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 1,420 charitable organizations. Of its 1,268,997 accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Ameriprise Financial Services, Inc performs a number of services, such as 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. Fees for financial advisory services largely depend on which service is offered. However, fees billed by Ameriprise Financial Services, Inc may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

380 Main Ave Ste 1
De Pere, WI 54115

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

WI Average: 157
Total Number of Accounts

1,393,263

WI Average: 8,262
Average Account Size

$178,230

WI 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

Kelly Noonan Work History

Kelly has 10 years of experience.

2017 - Present (3 years)

Ameriprise Financial Services Inc

2015 - 2017 (2 years)

Morgan Stanley Private Bank, National Association

2011 - 2017 (6 years)

Morgan Stanley

2010 - 2011 (1 year)

Fratello'S Waterfront Restaurant

2010 - 2011 (1 year)

Metlife

2010 - 2011 (1 year)

Wal-Mart

2009 - 2010 (1 year)

Kewaunee School District

2008 - 2009 (1 year)

Florida Virtual School

Disclosures

Kelly Noonan has 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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