KD
KD

Keith Davison

24 Years of Experience
Orland Park, IL
1 DisclosureBroker

Keith Davison is a registered investment advisor at Ameriprise Financial Services, LLC, based in Orland Park, IL, with 24 years of industry experience. Keith 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

15255 S 94th Avenue, Ste 405, Orland Park, IL, 60462

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History

Regulatory History (1)
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Customer Dispute
August 2016
Denied
Other Business Activities

Keith serves as the Fundraising Chairman on the Board of Directors for Davison. This activity requires minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2012 - Present · 14 yrs 4 mos
Ameriprise Financial Services, LLC
May 2012 - Present · 14 yrs 4 mos
Ameriprise Financial Services, LLCBroker
May 2012 - Present · 14 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - May 2012 · 4 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2012 · 4 yrs 4 mos
A. G. Edwards & Sons, INC.
March 2002 - January 2008 · 5 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
January 2002 - January 2008 · 6 yrs
State Registrations21 states
ALARAZCACOFLGAILINMIMOMTNYOHPARISCTXUTVAWI
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.
Keith Davison - Financial Advisor | TrueAdvisor