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KL
CFP
KL
CFP

Kevin Lang

Ameriprise Financial Services, LLC
30 Years of Experience
Campbell, CA
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Kevin Lang is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Campbell, CA, with 30 years of industry experience. Kevin 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

1700 S Winchester Blvd, Ste 103, Campbell, CA, 95008-1163

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History

Regulatory History (3)
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
February 2014
Denied
Customer Dispute
June 2003
Denied
Customer Dispute
September 2002
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kevin owns multiple real estate properties and co-owns MaiTai Eden Properties LLC. He also works as an independent insurance broker for multiple companies, dedicating a few hours per week to these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 1997 - Present · 28 yrs 10 mos
Ameriprise Financial Services, LLC
October 1997 - Present · 29 yrs
Ameriprise Financial Services, LLCBroker
October 1997 - Present · 29 yrs
Previous Registrations
Ids Life Insurance CompanyBroker
October 1997 - July 2006 · 8 yrs 9 mos
Atlas Securities, INC.Broker
July 1997 - October 1997 · 3 mos
Hotovec Pomeranz & CO., INC.Broker
March 1997 - May 1997 · 2 mos
First Allied Securities, INC.Broker
February 1997 - April 1997 · 2 mos
A. G. Edwards & Sons, INC.Broker
May 1996 - January 1997 · 8 mos
State Registrations19 states
AZCACTIDILINMAMDMONJNVNYORPASCTNTXVAWA
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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