Kerry Phelan
Kerry Phelan is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Poughkeepsie, NY, with 21 years of industry experience. Kerry 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
27 Collegeview Ave, Poughkeepsie, NY, 12603
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kerry owns mixed-use real estate and manages tenants in commercial rental property. Kerry also oversees company operations for recordkeeping purposes at CJR Consulting LLC and is a board member at Phelan, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
First Investors CorporationBroker
State Registrations29 states
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