Kerry Kennedy
Kerry Kennedy is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Titusville, FL, with 28 years of industry experience. Kerry 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
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 Registrations29 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.