KE
ChFC
KE
ChFC

Kevin Ehlers

34 Years of Experience
Flagstaff, AZ
3 DisclosuresBrokerSells Insurance

Kevin Ehlers is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Flagstaff, AZ, with 34 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

809 W Riordan Rd, Ste 101, Flagstaff, AZ, 86001

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2014
Denied
Customer Dispute
October 2004
Denied
Customer Dispute
March 2004
Denied
Other Business ActivitiesSells Insurance

Kevin owns commercial real estate and another business. He also works as an independent insurance broker for Blue Cross Blue Shield IL and United Health Care, and serves as vice president on the board of directors for Ehlers, and does tax preparation.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2007 - Present · 19 yrs 3 mos
Ameriprise Financial Services, LLC
July 1991 - Present · 34 yrs 10 mos
Ameriprise Financial Services, LLCBroker
July 1991 - Present · 34 yrs 10 mos
Previous Registrations
Ids Life Insurance CompanyBroker
July 1991 - July 2006 · 15 yrs
State Registrations46 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Kevin Ehlers - Financial Advisor | TrueAdvisor