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Victoria Kettnitz

23 Years of Experience
Irvine, CA
Broker

Victoria Kettnitz is a registered investment advisor at Ameriprise Financial Services, LLC, based in Irvine, CA, with 23 years of industry experience. Victoria 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

2 Venture Suite 160, Irvine, CA, 92618-7363

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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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Other Business Activities

Victoria owns multiple real estate properties, including single-family homes in Arizona and Kenya, and is involved in real estate flipping and lending through Property Fountain LLC. She also owns Sisi International, Inc., an export business, and VYB Investments LLC, which holds commercial and residential real estate investments; these activities take a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2003 - Present · 23 yrs 1 mo
Ameriprise Financial Services, LLCBroker
June 2003 - Present · 23 yrs 1 mo
Previous Registrations
Ids Life Insurance CompanyBroker
June 2003 - July 2006 · 3 yrs 1 mo
American Express Financial Advisors, INC.
October 2001 - April 2002 · 6 mos
American Express Financial Advisors INC.Broker
August 2001 - April 2002 · 8 mos
Ids Life Insurance CompanyBroker
August 2001 - April 2002 · 8 mos
Sunamerica Securities, INC.Broker
March 2001 - August 2001 · 5 mos
State Registrations8 states
ARCAMAMTTXUTWAWI
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.