KB
KB

Keith Bjerk

39 Years of Experience
Grand Forks, ND
5 DisclosuresBroker

Keith Bjerk is a registered investment advisor at Ameriprise Financial Services, LLC, based in Grand Forks, ND, with 39 years of industry experience. Keith 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
—
Loading...

Location

2812 17th Ave S, Suite D, Grand Forks, ND, 58201

Get directions

History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
April 1970
Final Disposition
Criminal
January 1970
Final Disposition
Criminal
September 1969
Final Disposition
Employment Separation After Allegations
April 1967
Criminal
December 1965
Final Disposition
Other Business Activities

Keith owns KBJS Global Wealth Management LLC, a support company/DBA, since 2007. He spends minimal time on this business.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
July 2026 - Present · 3 mos
Ameriprise Financial Services, LLC
July 2026 - Present · 3 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - July 2026 · 17 yrs 6 mos
Raymond James Financial Services
March 2007 - January 2009 · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
February 2007 - July 2026 · 19 yrs 5 mos
A. G. Edwards & Sons, INC.
October 1999 - January 2007 · 7 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
July 1997 - January 2007 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1995 - July 1997 · 2 yrs 1 mo
Piper Jaffray INC.Broker
September 1986 - June 1995 · 8 yrs 9 mos
State Registrations19 states
ALAZCACOFLHIIAILINMIMNNDNENYSCTXVAWAWV
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.
More Advisors