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Martin Keidan

43 Years of Experience
Highland Park, IL
Broker

Martin Keidan is a registered investment advisor at Ameriprise Financial Services, LLC, based in Highland Park, IL, with 43 years of industry experience. Martin 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

89 Lincolnwood Rd, Ste 103, Highland Park, IL, 60035-5229

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Martin owns another business, dedicating about 10-20% of his time to it. He also coaches for the Deerfield Youth Baseball Association, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 1998 - Present · 28 yrs 5 mos
Ameriprise Financial Services, LLC
March 1983 - Present · 43 yrs 4 mos
Ameriprise Financial Services, LLCBroker
March 1983 - Present · 43 yrs 4 mos
Previous Registrations
Ids Life Insurance CompanyBroker
March 1983 - July 2006 · 23 yrs 4 mos
Ids Financial Services INC.Broker
March 1983 - December 1986 · 3 yrs 9 mos
State Registrations33 states
ALAZCACOCTDCFLGAHIILINKYMAMDMIMNMOMTNCNJNMNVNYOHORRISCTNTXVAVTWAWI
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.
Martin Keidan - Financial Advisor | TrueAdvisor