Kyle Blodgett
Kyle Blodgett is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Kennewick, WA, with 18 years of industry experience. Kyle 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
7139 W Deschutes Ave Ste 101, Kennewick, WA, 99336
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle is an independent insurance broker selling fixed annuities since 2012 and co-owns PCP Real Estate Holdings, LLC since 2014. He also co-owns and manages Sullivan & Blodgett, Inc., dedicating about a quarter of his time to it, and is a hobby musician.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Pacific Crest Planning, INC.
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
H. Beck, INC.
H. Beck, INC.Broker
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
Fidelity Brokerage Services LLCBroker
State Registrations13 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.