William Kildee
William Kildee is a registered investment advisor at Ameriprise Financial Services, LLC, based in Traverse City, MI, with 31 years of industry experience. William 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
13919 S West Bayshore Dr, Ste 105 A, Traverse City, MI, 49684-6215
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2015Customer Dispute
July 2003Customer Dispute
March 2003Other Business ActivitiesSells Insurance
William is an independent insurance broker, selling fixed annuities through companies like American General Life Insurance Company, Pacific Life, and Equitable. He also owns Kildee & Associates, LLC, a legal entity to manage office expenses, dedicating about 10-20% of his time to these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Securities America, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 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.