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KL
CFP
KL
CFP

Kelsey Lovett

Ameriprise Financial Services, LLC
18 Years of Experience
Mobile, AL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Kelsey Lovett is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Mobile, AL, with 18 years of industry experience. Kelsey 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

2607 Dauphin St Ste B, Mobile, AL, 36606

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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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Kelsey is an independent insurance broker since 2020, working with Protective Life, North American, and Athene Life and Annuity, selling fixed annuities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2020 - Present · 5 yrs 11 mos
Ameriprise Financial Services, LLCBroker
November 2020 - Present · 5 yrs 11 mos
Ameriprise Financial Services, LLC
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
Oneamerica Securities, INC.Broker
February 2013 - November 2020 · 7 yrs 9 mos
Oneamerica Securities, INC.
February 2013 - November 2020 · 7 yrs 9 mos
Signator Investors, INC.
May 2012 - February 2013 · 9 mos
Signator Investors, INC.Broker
April 2012 - February 2013 · 10 mos
Ameriprise Financial Services, INC.
March 2009 - April 2012 · 3 yrs 1 mo
Ameriprise Financial Services, INC.Broker
July 2008 - April 2012 · 3 yrs 9 mos
State Registrations18 states
ALARCACOFLGAINLAMDMOMSNMNYORPARITNTX
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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