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Kenneth Belter

Ameriprise Financial Services, LLC
27 Years of Experience
Allen, TX
1 DisclosureBroker
View SEC Summary
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Kenneth Belter is a registered investment advisor at Ameriprise Financial Services, LLC, based in Allen, TX, with 27 years of industry experience. Kenneth 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

Allen, TX

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History

Regulatory History (1)
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
May 2008
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
October 2025 - Present · 1 yr
Ameriprise Financial Services, LLC
October 2025 - Present · 1 yr
Ameriprise Financial Services, LLC
October 2025 - Present · 1 yr
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 Registrations14 states
AZCACOFLGAINKSMNMONCNYOKTXVA
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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