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Christine Kennedy

17 Years of Experience
Brookfield, WI
1 DisclosureBroker

Christine Kennedy is a registered investment advisor at Ameriprise Financial Services, LLC, based in Brookfield, WI, with 17 years of industry experience. Christine 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Brookfield, WI

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History

Regulatory History (1)
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Judgment / Lien
May 2012
Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2021 - Present · 5 yrs
Ameriprise Financial Services, LLC
June 2021 - Present · 5 yrs 4 mos
Ameriprise Financial Services, LLCBroker
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Morgan StanleyBroker
October 2020 - June 2021 · 8 mos
Wells Fargo Advisors, LLC
May 2011 - March 2015 · 3 yrs 10 mos
Wells Fargo Advisors, LLCBroker
September 2010 - March 2015 · 4 yrs 6 mos
UBS Financial Services INC.
August 2007 - September 2010 · 3 yrs 1 mo
UBS Financial Services INC.Broker
August 2007 - September 2010 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
May 2004 - August 2007 · 3 yrs 3 mos
Raymond James Financial Services, INC.Broker
October 2003 - May 2004 · 7 mos
State Registrations1 state
WI
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.
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