DK
ChFC
DK
ChFC

Divisha Kapur

32 Years of Experience
Bingham Farms, MI
2 DisclosuresBrokerSells Insurance

Divisha Kapur is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Bingham Farms, MI, with 32 years of industry experience. Divisha 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

31700 Telegraph Rd Ste 220, Bingham Farms, MI, 48025

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History

Regulatory History (2)
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
August 2015
Closed-No Action
Customer Dispute
July 2008
Closed-No Action
Other Business ActivitiesSells Insurance

Divisha is an independent insurance broker since 2020, offering disability income and other insurance products through various companies. Divisha also has business ownership and tax preparation activities, each requiring minimal time per month.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2020 - Present · 6 yrs
Ameriprise Financial Services, LLC
May 2020 - Present · 6 yrs
Ameriprise Financial Services, LLCBroker
May 2020 - Present · 6 yrs
Previous Registrations
Hantz Financial Services, INC.
February 2011 - May 2020 · 9 yrs 3 mos
Hantz Financial Services, INC.Broker
July 1999 - May 2020 · 20 yrs 10 mos
Hantz Financial Services, INC.Broker
June 1999 - July 1999 · 1 mo
Vestax Securities CorporationBroker
December 1997 - June 1999 · 1 yr 6 mos
American Express Financial Advisors INC.Broker
May 1993 - November 1997 · 4 yrs 6 mos
Ids Life Insurance CompanyBroker
May 1993 - November 1997 · 4 yrs 6 mos
State Registrations14 states
AZCACTFLHIILMINCNVOHTNTXVAWI
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.