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 who works in De Pere, Wisconsin, with a total of 10 years in the industry. Noonan works at Ameriprise Financial Services, Inc. Throughout their career, they have worked at Morgan Stanley, Metlife, Wal-Mart, Fratello'S Waterfront Restaurant, Kewaunee School District, Morgan Stanley Private Bank, National Association and Ameriprise Financial Services Inc. Noonan has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Wisconsin. Ameriprise Financial Services, Inc is a business that has its headquarters in De Pere, Wisconsin. The company has offices in 166 locations and a total of 13,718 people on staff. It controls $248 billion in assets between its 1,393,263 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 1,577 charities and foundations. Of its 1,393,263 accounts, just 4% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Ameriprise Financial Services, Inc has a wide assortment 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 charged by financial advisors largely vary depending on which services the firm provides the client. Fee types billed by Ameriprise Financial Services, Inc likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

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 11 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)

Metlife

2010 - 2011 (1 year)

Wal-Mart

2010 - 2011 (1 year)

Fratello'S Waterfront Restaurant

2009 - 2010 (1 year)

Kewaunee School District

Disclosures

Kelly Noonan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, LLC

Jo Kovacich
Hibbing, MN
John Lewis
Roseville, CA
Terri Starliper
Glen Allen, VA
Mark Leach
Lutherville Timonium, MD
Kevin Pittman
Mckinney, TX
Bennett Hatten
Chesterfield, MO
Dennis Ahlm
Rogers, MN
Milan Smado
Richardson, TX

This content was compiled from the SEC and FINRA.

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