TK
TK

Thomas Kypke

29 Years of Experience
Ponte Vedra Beach, FL
1 DisclosureBroker

Thomas Kypke is a registered investment advisor at Ameriprise Financial Services, LLC, based in Ponte Vedra Beach, FL, with 29 years of industry experience. Thomas 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

818 A1A N Ste 301, Ponte Vedra Beach, FL, 32082-3298

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History

Regulatory History (1)
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Customer Dispute
January 2011
Denied
Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2024 - Present · 2 yrs 3 mos
Ameriprise Financial Services, LLC
February 2024 - Present · 2 yrs 3 mos
Ameriprise Financial Services, LLCBroker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2015 - February 2024 · 8 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
September 2015 - February 2024 · 8 yrs 5 mos
Ameriprise Financial Services, INC.
October 2009 - September 2015 · 5 yrs 11 mos
Ameriprise Financial Services, INC.Broker
October 2009 - September 2015 · 5 yrs 11 mos
Ameriprise Advisor Services, INC.
July 2006 - October 2009 · 3 yrs 3 mos
Ameriprise Advisor Services, INC.Broker
July 1996 - October 2009 · 13 yrs 3 mos
State Registrations11 states
CACTFLGALAMAMIMNMSNCWI
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.
Thomas Kypke - Financial Advisor | TrueAdvisor