Kevin Wilkison
Kevin Wilkison is a registered investment advisor at Ameriprise Financial Services, LLC, based in Phoenix, AZ, with 25 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
Phoenix, AZ
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2019Other Business Activities
Kevin is a co-owner of Cardinal Management AZ LLC, a real estate business, dedicating minimal time to it. He also serves as a board member for Wilkison, dedicating no time to this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
Charles Schwab & CO., INC.Broker
Aig Financial Advisors, INC.Broker
Charles Schwab & CO., INC.Broker
Polaris Financial Services, INC.Broker
First Investors CorporationBroker
Donald & CO. Securities INC.Broker
J. W. Gant & Associates, INC.Broker
State Registrations28 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.