Kurt Kern is a registered investment advisor at Ameriprise Financial Services, LLC, based in Altoona, WI, with 33 years of industry experience. Kurt 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
1520 Front Porch Pl, Altoona, WI, 54720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kurt is involved in several business ownership and outside employment activities, including Porch Place LLC, Compass LLC, Kernco Enterprise, and Confluence Group LLC, primarily related to managing his Ameriprise business and commercial real estate. He also serves as a board member for Kern. These activities take up varying amounts of his time, ranging from minimal to about 10-20% of his time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Arm Securities CorporationBroker
First of America Brokerage Service, INC.Broker
Aegon USA Securities INC.Broker
State Registrations10 states
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