MK
MK

Marc Kaeckmeister

29 Years of Experience
Saint Charles, MI
1 DisclosureBroker

Marc Kaeckmeister is a registered investment advisor at Ameriprise Financial Services, LLC, based in Saint Charles, MI, with 29 years of industry experience. Marc 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

207 S Saginaw St, Saint Charles, MI, 48655-1428

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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
August 2013
Denied
Other Business Activities

Marc works as a financial advisor at ChoiceOne Bank. This activity takes about a quarter of his time, including time during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
October 2023 - Present · 2 yrs 9 mos
Ameriprise Financial Services, LLC
October 2023 - Present · 2 yrs 9 mos
Ameriprise Financial Services, LLC
October 2023 - Present · 2 yrs 9 mos
Previous Registrations
Huntington Financial Advisors
October 2021 - October 2023 · 2 yrs
The Huntington Investment CompanyBroker
October 2021 - October 2023 · 2 yrs
Cetera Investment Advisers LLC
November 2017 - October 2021 · 3 yrs 11 mos
Cetera Investment Services LLCBroker
November 2017 - October 2021 · 3 yrs 11 mos
The Huntington Investment Company
February 2017 - November 2017 · 9 mos
The Huntington Investment CompanyBroker
February 2017 - November 2017 · 9 mos
LPL Financial LLC
April 2010 - February 2017 · 6 yrs 10 mos
LPL Financial LLCBroker
March 2008 - February 2017 · 8 yrs 11 mos
Ifmg Securities, INC.Broker
June 2005 - March 2008 · 2 yrs 9 mos
Natcity Investments, INC.Broker
September 2002 - June 2005 · 2 yrs 9 mos
Tcf Securities, INC.Broker
July 1997 - September 2002 · 5 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
September 1996 - June 1997 · 9 mos
Metlife Securities INC.Broker
September 1996 - June 1997 · 9 mos
State Registrations6 states
FLGAMINCSDTX
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.