Ameriprise Financial Services, Inc
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ameriprise Financial Services, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Kelly Noonan Work History
Kelly has 10 years of experience.
Ameriprise Financial Services Inc
Morgan Stanley Private Bank, National Association
Fratello'S Waterfront Restaurant
Kewaunee School District
Florida Virtual School
Kelly Noonan has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ameriprise Financial Services, Inc
Lutherville Timonium, MD
De Pere, WI