Kyle Luthy
Kyle Luthy is a registered investment advisor at Ameriprise Financial Services, LLC, based in Chattanooga, TN, with 27 years of industry experience. Kyle 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
1210 Premier Dr Ste 202, Chattanooga, TN, 37421
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business Activities
Kyle is involved with Mainstay Service Group, LLC since April 2021. This outside employment takes about a third of his time, including time during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Charles Schwab & CO., INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations6 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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