KB
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Kenneth Belter

27 Years of Experience
Allen, TX
1 DisclosureBroker

Kenneth Belter is a registered investment advisor at Ameriprise Financial Services, LLC, based in Allen, TX, with 27 years of industry experience. Kenneth 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

History

Regulatory History (1)
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Customer Dispute
May 2008
Denied
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
October 2025 - Present · 11 mos
Ameriprise Financial Services, LLC
October 2025 - Present · 11 mos
Ameriprise Financial Services, LLC
October 2025 - Present · 11 mos
Previous Registrations
Wells Fargo Advisors
January 2018 - November 2025 · 7 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
January 2018 - November 2025 · 7 yrs 10 mos
Robert W. Baird & CO. Incorporated
October 2012 - January 2018 · 5 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
October 2012 - January 2018 · 5 yrs 3 mos
Citigroup Global Markets INC.
May 2007 - October 2012 · 5 yrs 5 mos
Citigroup Global Markets INC.Broker
May 2007 - October 2012 · 5 yrs 5 mos
Citicorp Investment Services
March 2006 - May 2007 · 1 yr 2 mos
Citicorp Investment ServicesBroker
March 2006 - May 2007 · 1 yr 2 mos
Chase Investment Services CORP.Broker
February 2005 - March 2006 · 1 yr 1 mo
Chase Investment Services CORP.
February 2005 - March 2006 · 1 yr 1 mo
Morgan Stanley
September 2003 - October 2004 · 1 yr 1 mo
Morgan Stanley Dw INC.Broker
September 2003 - October 2004 · 1 yr 1 mo
Sws Securities INC.Broker
August 2001 - November 2002 · 1 yr 3 mos
Huberman Financial INC.Broker
December 1997 - August 2001 · 3 yrs 8 mos
American Express Financial Advisors INC.Broker
July 1995 - August 1995 · 1 mo
Ids Life Insurance CompanyBroker
July 1995 - August 1995 · 1 mo
State Registrations13 states
AZCACOFLGAINKSMNMONYOKTXVA
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.