Kenneth Williams
Kenneth Williams is a registered investment advisor at Ameriprise Financial Services, LLC, based in Owosso, MI, with 23 years of industry experience. Kenneth 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
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, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
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 Registrations8 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.