KS
KS

Kyle Stroud

16 Years of Experience
Pompano Beach, FL
Broker

Kyle Stroud is a registered investment advisor at Ameriprise Financial Services, LLC, based in Pompano Beach, FL, with 16 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
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

Pompano Beach, FL

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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

Kyle works at Centennial Bank since 2016. This activity is investment-related and takes about 10-20% of his time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2018 - Present · 7 yrs 8 mos
Ameriprise Financial Services, LLC
September 2018 - Present · 7 yrs 8 mos
Ameriprise Financial Services, LLCBroker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Investment Professionals, INC.
October 2014 - September 2018 · 3 yrs 11 mos
Investment Professionals, INC.Broker
October 2014 - September 2018 · 3 yrs 11 mos
LPL Financial LLCBroker
January 2010 - October 2014 · 4 yrs 9 mos
LPL Financial LLC
January 2010 - October 2014 · 4 yrs 9 mos
State Registrations11 states
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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.
Kyle Stroud - Financial Advisor | TrueAdvisor