KS
CFP
KS
CFP

Kevin Sevlie

18 Years of Experience
330091, MN
Broker

Kevin Sevlie is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in 330091, MN, with 18 years of industry experience. Kevin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

330091, MN

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History

Regulatory History
Clean regulatory record

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

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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 6 mos
Ameriprise Financial Services, LLC
July 2017 - Present · 8 yrs 10 mos
Ameriprise Financial Services, LLCBroker
July 2017 - Present · 8 yrs 10 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.