TrueAdvisor
TrueAdvisor
KP
CFP
KP
CFP

Kelly Pariso

Ameriprise Financial Services, LLC
27 Years of Experience
Akron, OH
Broker
View SEC Summary
View SEC Summary

Kelly Pariso is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Akron, OH, with 27 years of industry experience. Kelly 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3333 Massillon Rd Ste 110, Akron, OH, 44312

Get directions

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.

Learn about disclosures →
Other Business Activities

Kelly owns commercial real estate since 2019 and another business, dedicating minimal time to each. She also serves as President of Pariso, a non-investment related activity, dedicating minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2000 - Present · 26 yrs 8 mos
Ameriprise Financial Services, LLC
August 1999 - Present · 27 yrs 2 mos
Ameriprise Financial Services, LLCBroker
August 1999 - Present · 27 yrs 2 mos
Previous Registrations
Ids Life Insurance CompanyBroker
August 1999 - July 2006 · 6 yrs 11 mos
State Registrations25 states
AKALARAZCACOFLGAILINKYMDMIMNNCNMOHORPASCTNTXVAWIWV
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.
More Advisors
More financial advisors in Akron, OH →All financial advisors in Ohio →