Kim Angell
Kim Angell is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Stevens Point, WI, with 25 years of industry experience. Kim 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
3241A Business Park Dr, Stevens Point, WI, 54482
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2026Other Business Activities
Kim is involved in several outside business activities, including business ownership since 2017, serving as a board member since 2022, and holding various committee positions. Kim also has outside employment with SAA, LLC since 2017, dedicating about a third of her time to this investment-related activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations36 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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