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CFP
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CFP

Kevin Frontone

Ameriprise Financial Services, LLC
21 Years of Experience
Springfield, IL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Kevin Frontone is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Springfield, IL, with 21 years of industry experience. Kevin 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

2060 W. Iles Ave., Ste. B, Springfield, IL, 62704-4195

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kevin owns a single-family real estate property since March 2024. He also works as an independent insurance broker for American General, selling term life insurance.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
February 2023 - Present · 3 yrs 8 mos
Ameriprise Financial Services, LLC
February 2023 - Present · 3 yrs 8 mos
Ameriprise Financial Services, LLC
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Edward Jones
April 2007 - March 2023 · 15 yrs 11 mos
Edward JonesBroker
October 2004 - March 2023 · 18 yrs 5 mos
State Registrations25 states
ARAZCACOFLGAIAILINKSKYLAMEMNMONCNYORPASCTXUTVAWAWI
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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