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CFP

Kevin Sevlie

Ameriprise Financial Services, LLC
19 Years of Experience
Mount Pleasant, SC
Broker
View SEC Summary
View SEC Summary

Kevin Sevlie is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Mount Pleasant, SC, with 19 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

1240 Winnowing Way, Suite 102, Mount Pleasant, SC, 29466-7531

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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 Activities

Kevin owns and manages Golden Pond Acres, a hobby farm, since 2020. He dedicates minimal time to this retail sales activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2019 - Present · 6 yrs 11 mos
Ameriprise Financial Services, LLCBroker
July 2017 - Present · 9 yrs 3 mos
Ameriprise Financial Services, LLC
July 2017 - Present · 9 yrs 3 mos
Previous Registrations
Ameriprise Financial Services, INC.
July 2017 - November 2019 · 2 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
April 2016 - June 2017 · 1 yr 2 mos
Northwestern Mutual Investment Services,llc
April 2016 - June 2017 · 1 yr 2 mos
Questar Asset Management, INC.
August 2014 - April 2016 · 1 yr 8 mos
Questar Capital CorporationBroker
August 2014 - April 2016 · 1 yr 8 mos
Northwestern Mutual Investment Services,llc
January 2014 - August 2014 · 7 mos
Northwestern Mutual Investment Services, LLCBroker
December 2009 - August 2014 · 4 yrs 8 mos
Askar CORP.Broker
August 2007 - November 2009 · 2 yrs 3 mos
State Registrations2 states
MNSC
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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