Thaddeus Kenny
Thaddeus Kenny is a registered investment advisor at Ameriprise Financial Services, LLC, based in Clarks Summit, PA, with 34 years of industry experience. Thaddeus 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
421 S State St, Clarks Summit, PA, 18411-1684
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Regulatory History (1)
Customer Dispute
September 2002Other Business Activities
Thaddeus owns a business since 2011, dedicating about 10-20% of his time to it. He also serves as Treasurer on the Board of Directors for Kenny since January 2023, spending a few hours per week, some of which are during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
State Registrations17 states
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.