Kelly Woerdeman
Kelly Woerdeman is a registered investment advisor at Ameriprise Financial Services, LLC, based in Hanson, MA, with 19 years of industry experience. Kelly 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
Hanson, MA
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2023Criminal
June 1996Other Business Activities
Kelly is the sole owner of Great Swiss Financial Inc., an entity used only for payroll purposes, and manages a rental property holding LLC (Ladybones LLC). She also serves as a military instructor in the US Army Reserve, dedicating about a quarter of her time to this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Baystate Wealth Management
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Primevest Financial Services, INC.
Bancnorth Investment Group, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Sun Life Financial Distributors, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
State Registrations12 states
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.