Kerry Kennedy
Kerry Kennedy is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Titusville, FL, with 29 years of industry experience. Kerry 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
1108 S Washington Ave, Titusville, FL, 32780-4234
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2003Other Business Activities
Kerry has business ownership activities at 1108 South Washington Avenue since 1984, dedicating about 10-20% of their time. Kerry also has other business activities at the same address since 2022, dedicating minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations30 states
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
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