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Kristin Gedert

30 Years of Experience
Perrysburg, OH
1 DisclosureBroker

Kristin Gedert is a registered investment advisor at Ameriprise Financial Services, LLC, based in Perrysburg, OH, with 30 years of industry experience. Kristin 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.

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
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Location

836 W South Boundary St, Ste 2B, Perrysburg, OH, 43551

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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
September 2006
Settled
Other Business Activities

Kristin owns commercial real estate since 2005 and another business since 2019, spending a few hours per week on the latter. She also does tax preparation and serves as treasurer on the board of Gedert, spending a few hours per week on each.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 1999 - Present · 27 yrs 1 mo
Ameriprise Financial Services, LLC
September 1996 - Present · 30 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 1996 - Present · 30 yrs 1 mo
Previous Registrations
Ids Life Insurance CompanyBroker
September 1996 - July 2006 · 9 yrs 10 mos
State Registrations17 states
CACOFLGAIAINMDMIMSNCNVOHSCTNTXVAWI
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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