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KS
CFP · ChFC
KS
CFP · ChFC

Kristen Salt

Ameriprise Financial Services, LLC
33 Years of Experience
Olympia, WA
Broker
View SEC Summary
View SEC Summary

Kristen Salt is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Olympia, WA, with 33 years of industry experience. Kristen 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.

Ameriprise Financial Services, LLC
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
—
View Full SEC Brochure

Location

400 Union Ave SE Ste 200, Olympia, WA, 98501

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kristen owns commercial real estate since 2005 and another business since 2005, but neither are investment-related. Kristen is also a board member for Salt since 2020, dedicating minimal time to this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2022 - Present · 4 yrs 8 mos
Ameriprise Financial Services, LLCBroker
September 1993 - Present · 33 yrs 1 mo
Ameriprise Financial Services, LLC
September 1993 - Present · 33 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, LLC.
November 2016 - December 2020 · 4 yrs 1 mo
Ids Life Insurance CompanyBroker
September 1993 - July 2006 · 12 yrs 10 mos
State Registrations26 states
ARAZCACODCFLGAHIIDILINMAMEMIMNMOMSNENMNVNYORTNTXWAWY
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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