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Michael Kendall

Ameriprise Financial Services, LLC
23 Years of Experience
Idaho Falls, ID
4 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Kendall is a registered investment advisor at Ameriprise Financial Services, LLC, based in Idaho Falls, ID, with 23 years of industry experience. Michael 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

3729 Woodking Dr Ste 1, Idaho Falls, ID, 83404-4720

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
September 2014
Customer Dispute
March 2012
Denied
Customer Dispute
October 2011
Settled
Customer Dispute
December 2010
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is an independent insurance broker with National Life Group since 2018, selling fixed annuities. He also owns another business since 2022, dedicating about 10-20% of his time to each activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2020 - Present · 6 yrs 8 mos
Ameriprise Financial Services, LLC
February 2020 - Present · 6 yrs 8 mos
Ameriprise Financial Services, LLCBroker
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
Esi Financial Advisors
May 2018 - February 2020 · 1 yr 9 mos
Equity Services, INC.Broker
May 2018 - February 2020 · 1 yr 9 mos
Hornor, Townsend & Kent, INC.
July 2015 - April 2018 · 2 yrs 9 mos
Hornor, Townsend & Kent, INC.Broker
March 2015 - April 2018 · 3 yrs 1 mo
Prudential Financial Planning Services
July 2013 - May 2015 · 1 yr 10 mos
Pruco Securities, LLC.Broker
November 2012 - October 2014 · 1 yr 11 mos
AXA Advisors, LLC
May 2003 - November 2012 · 9 yrs 6 mos
AXA Advisors, LLCBroker
April 2003 - November 2012 · 9 yrs 7 mos
State Registrations17 states
AKAZCACOFLGAIDMNMTNVNYOHORTNTXWAWV
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.
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