Kevin Kirchheimer
Kevin Kirchheimer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Vestal, NY, with 16 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
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
1550 Vestal Pkwy E, Ste B, Vestal, NY, 13850
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin owns a business at 1550 Vestal Parkway East, Suite B, Vestal, NY since 2016, but the nature of the business is not provided. He also works for Strategic Concepts Group, LLC, dedicating about a third of his time to this investment-related role. Finally, Kevin is authoring a financial book for clients, prospects, and the general public.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations20 states
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