Kristy Barzen
Kristy Barzen is a registered investment advisor at Ameriprise Financial Services, LLC, based in Des Moines, IA, with 34 years of industry experience. Kristy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
2716 Grand Ave, Des Moines, IA, 50312
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2015Customer Dispute
November 2013Other Business Activities
Kristy owns commercial real estate since 2007 and another business. She is also a member of the West Side Chamber of Commerce, spending a few hours per week on these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations17 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.
Exams
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