JK
JK

John Kurgan

43 Years of Experience
Columbus, OH
1 DisclosureBroker

John Kurgan is a registered investment advisor at Ameriprise Financial Services, LLC, based in Columbus, OH, with 43 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

121 Outerbelt St, Columbus, OH, 43213

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History

Regulatory History (1)
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Customer Dispute
December 2008
Denied
Other Business Activities

John is involved in business ownership activities, dedicating minimal time. This activity is not investment-related and has been ongoing since 2015.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 1999 - Present · 26 yrs 8 mos
Ameriprise Financial Services, LLCBroker
August 1983 - Present · 42 yrs 9 mos
Ameriprise Financial Services, LLC
August 1983 - Present · 42 yrs 9 mos
Previous Registrations
Ids Life Insurance CompanyBroker
February 2002 - July 2006 · 4 yrs 5 mos
Ids Financial Services INC.Broker
August 1983 - December 1986 · 3 yrs 4 mos
First Investors CorporationBroker
November 1982 - October 1983 · 11 mos
State Registrations33 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.