BK
CFP
BK
CFP

Brenda Kantor

41 Years of Experience
W Springfield, MA
Broker

Brenda Kantor is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in W Springfield, MA, with 41 years of industry experience. Brenda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

59 Interstate Dr, Ste 4, W Springfield, MA, 01089-5100

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2017 - Present · 9 yrs 1 mo
Ameriprise Financial Services, LLC
December 2001 - Present · 24 yrs 10 mos
Ameriprise Financial Services, LLCBroker
December 2001 - Present · 24 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, INC.
May 2010 - December 2010 · 7 mos
Ids Life Insurance CompanyBroker
December 2001 - July 2006 · 4 yrs 7 mos
First Investors CorporationBroker
July 1985 - November 2001 · 16 yrs 4 mos
State Registrations20 states
AKAZCTFLGAIAMAMENCNHNYOHPARISCSDTXVAVTWA
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.