Kenneth Williams
Kenneth Williams is a registered investment advisor at Ameriprise Financial Services, LLC, based in Owosso, MI, with 24 years of industry experience. Kenneth 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
215 N Water St, Ste 124B, Owosso, MI, 48867
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2005Other Business Activities
Kenneth owns a single-family real estate property since 2017 and another business since 2019. The latter takes about 10-20% of his time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Investors Brokerage Services, INC.Broker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Sigma Financial CorporationBroker
Sigma Financial CorporationBroker
Sigma Financial CorporationBroker
State Registrations11 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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