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CFP
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CFP

Kelly France

Ameriprise Financial Services, LLC
23 Years of Experience
Altoona, WI
1 DisclosureBroker
View SEC Summary
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Kelly France is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Altoona, WI, with 23 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

1520 Front Porch Pl, Altoona, WI, 54720

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History

Regulatory History (1)
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.
Customer Dispute
November 2015
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Kelly serves on the Board of Directors for the Chippewa Valley Museum Foundation, starting in 2023. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2024 - Present · 2 yrs 1 mo
Ameriprise Financial Services, LLC
September 2024 - Present · 2 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
LPL Financial LLC
July 2019 - September 2024 · 5 yrs 2 mos
LPL Financial LLCBroker
July 2019 - September 2024 · 5 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
January 2015 - August 2019 · 4 yrs 7 mos
U.S. Bancorp Investments, INC.
January 2015 - August 2019 · 4 yrs 7 mos
Mainstreet Capital Management
January 2014 - February 2015 · 1 yr 1 mo
LPL Financial LLC
December 2013 - February 2015 · 1 yr 2 mos
LPL Financial LLCBroker
December 2013 - February 2015 · 1 yr 2 mos
Invest Financial Corporation
January 2010 - December 2013 · 3 yrs 11 mos
Invest Financial CorporationBroker
July 2009 - December 2013 · 4 yrs 5 mos
Financial Network Investment CorporationBroker
November 2005 - July 2009 · 3 yrs 8 mos
State Farm Vp Management CORP.Broker
August 2003 - November 2005 · 2 yrs 3 mos
State Registrations7 states
FLMNNCNMOKTNWI
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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Kelly France - Financial Advisor | TrueAdvisor