Thomas Kenney
Thomas Kenney is a registered investment advisor at Ameriprise Financial Services, LLC, based in Marion, OH, with 19 years of industry experience. Thomas 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
255 Executive Drive, Marion, OH, 43302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is an officer of Executive Alpha Group, Inc., which will eventually operate as Lehman Capital Management Group. He also manages real estate through GreySquare Holdings, LLC and owns TriCrescent Properties, dedicating minimal time to each.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
The Huntington Investment CompanyBroker
Fifth Third Securities, INC.Broker
State Registrations23 states
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