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CFP

Lance Kash

Ameriprise Financial Services, LLC
30 Years of Experience
New York, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Lance Kash is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in New York, NY, with 30 years of industry experience. Lance 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

122 E 42nd St, Ste 2215, New York, NY, 10168

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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
July 2006
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Lance is an independent insurance broker with Petersen International, specializing in disability income, and spends minimal time on this. He also owns a business to lease office space and works as a contractor for Certainty of the Uncertainty, LLC, dedicating about a third of his time during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2018 - Present · 7 yrs 11 mos
Ameriprise Financial Services, LLC
April 1996 - Present · 30 yrs 6 mos
Ameriprise Financial Services, LLCBroker
April 1996 - Present · 30 yrs 6 mos
Previous Registrations
Ids Life Insurance CompanyBroker
April 1996 - July 2006 · 10 yrs 3 mos
State Registrations12 states
CACTDCFLMAMSNCNJNYPATXVA
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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