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CFP
AK
CFP

Amy Keach

Ameriprise Financial Services, LLC
26 Years of Experience
Newark, DE
Broker
View SEC Summary
View SEC Summary

Amy Keach is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Newark, DE, with 26 years of industry experience. Amy 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.

Ameriprise Financial Services, LLC
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
—
View Full SEC Brochure

Location

625 BARKSDALE Rd, Ste 105, Newark, DE, 19711-4535

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amy is a board member and president at Keach, and a business manager handling bill payments and cash flow. She also participates in the property committee at St. Thomas Episcopal Church and the Advance & Development Committee, dedicating a few hours per week to these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2000 - Present · 26 yrs 9 mos
Ameriprise Financial Services, LLC
October 1999 - Present · 27 yrs
Ameriprise Financial Services, LLCBroker
October 1999 - Present · 27 yrs
Previous Registrations
Ids Life Insurance CompanyBroker
July 2000 - July 2006 · 6 yrs
Ids Life Insurance CompanyBroker
October 1999 - February 2000 · 4 mos
State Registrations9 states
DEFLMAMDMENJPATXWI
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.
More Advisors
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