MK
MK

Mark Kirchner

27 Years of Experience
Bloomfield Hills, MI
Broker

Mark Kirchner is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bloomfield Hills, MI, with 27 years of industry experience. Mark 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

39533 Woodward Ave Ste 150, Bloomfield Hills, MI, 48304

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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 2017 - Present · 9 yrs 3 mos
Ameriprise Financial Services, LLCBroker
February 2017 - Present · 9 yrs 3 mos
Ameriprise Financial Services, LLC
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
UBS Financial Services INC.Broker
October 2012 - February 2017 · 4 yrs 4 mos
UBS Financial Services INC.
October 2012 - February 2017 · 4 yrs 4 mos
Raymond James & Associates, INC.
September 2006 - November 2012 · 6 yrs 2 mos
Raymond James & Associates, INC.
February 2003 - December 2004 · 1 yr 10 mos
Raymond James & Associates, INC.Broker
January 2003 - November 2012 · 9 yrs 10 mos
UBS Painewebber INC.
October 2002 - January 2003 · 3 mos
UBS Painewebber INC.Broker
March 2000 - January 2003 · 2 yrs 10 mos
Prudential Securities IncorporatedBroker
December 1998 - March 2000 · 1 yr 3 mos
State Registrations23 states
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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.
Mark Kirchner - Financial Advisor | TrueAdvisor