Kevin O'brien
Kevin O'brien is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Suwanee, GA, with 27 years of industry experience. Kevin 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
350 Town Center Ave, Ste 300, Suwanee, GA, 30024
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Regulatory History (1)
Customer Dispute
April 2009Other Business Activities
Kevin owns commercial real estate, a consulting business, and KSKM LLC. He also serves as President of O'Brien and on the Board of Advisors for O'Brien, dedicating about 10-20% of his time to these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations24 states
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