Kelly Diestler
Kelly Diestler is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Green Bay, WI, with 35 years of industry experience. Kelly 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
2631 S Packerland Dr, Ste 105, Green Bay, WI, 54313
Get directionsHistory
Regulatory History (11)
Customer Dispute
January 2006Customer Dispute
February 2004Customer Dispute
October 2003Customer Dispute
July 2003Customer Dispute
July 2003Customer Dispute
June 2003Customer Dispute
April 2003Customer Dispute
August 2002Customer Dispute
June 2002Customer Dispute
March 2002Customer Dispute
May 2001Other Business Activities
Kelly owns single-family and multi-family real estate properties, one since 2010 and another since 2021. Kelly also has a business ownership activity that takes a few hours per week, some of which occur during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations26 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.