KH
KH

Kenneth Hager

22 Years of Experience
Langhorne, PA
Broker

Kenneth Hager is a registered investment advisor at Ameriprise Financial Services, LLC, based in Langhorne, PA, with 22 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

2300 E Lincoln Hwy Ste 140, Langhorne, PA, 19047

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2019 - Present · 7 yrs 3 mos
Ameriprise Financial Services, LLCBroker
February 2019 - Present · 7 yrs 3 mos
Ameriprise Financial Services, LLC
December 2018 - Present · 7 yrs 5 mos
Previous Registrations
Financial Engines Advisors L.L.C.
November 2016 - January 2018 · 1 yr 2 mos
Financial Engines Advisor Center, LLC
September 2016 - November 2016 · 2 mos
E*trade Capital Management, LLC
May 2011 - October 2015 · 4 yrs 5 mos
E*trade Securities LLCBroker
April 2011 - October 2015 · 4 yrs 6 mos
Amerivest Investment Management, LLC
March 2009 - February 2011 · 1 yr 11 mos
TD Ameritrade, INC.
March 2009 - February 2011 · 1 yr 11 mos
TD Ameritrade, INC.Broker
February 2009 - February 2011 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2003 - June 2008 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2003 - June 2008 · 4 yrs 11 mos
Morgan Stanley Dw INC.Broker
September 1999 - August 2002 · 2 yrs 11 mos
State Registrations1 state
PA
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.