Kevin Taylor
Kevin Taylor is a registered investment advisor at Ameriprise Financial Services, LLC, based in Golden Valley, MN, with 37 years of industry experience. Kevin 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
Golden Valley, MN
Get directionsHistory
Regulatory History (2)
Financial
November 2017Regulatory
November 2017Other Business Activities
Kevin is an owner/proprietor involved in event planning, DJing, and voiceover work since November 2024. This takes about 10-20% of his time and does not involve providing investment advice.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
U.S. Bancorp Piper Jaffray INC.
U.S. Bancorp Piper Jaffray INC.Broker
First Union Securities, INC.Broker
Principal Financial Securities,inc.Broker
Painewebber IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Rodman & Renshaw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
The Stuart-James Company, IncorporatedBroker
State Registrations1 state
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.