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Kevin Nanthrup

16 Years of Experience
Ketchikan, AK
1 DisclosureBroker

Kevin Nanthrup is a registered investment advisor at Ameriprise Financial Services, LLC, based in Ketchikan, AK, 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
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

2050 Sea Level Dr Ste 104, Ketchikan, AK, 99901

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History

Regulatory History (1)
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Customer Dispute
November 2021
Settled
Other Business Activities

Kevin owns a business at 126 Wells Ave South in Renton, WA since January 2019, dedicating minimal time. He also works for Trustpoint Services LLC since January 2014, spending about a third of his time, including 20-39 hours during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2011 - Present · 15 yrs 1 mo
Ameriprise Financial Services, LLCBroker
November 2009 - Present · 16 yrs 8 mos
Ameriprise Financial Services, LLC
November 2009 - Present · 16 yrs 8 mos
State Registrations20 states
AKAZCACOFLHIIDMIMNMTNCNHNVORSDTXUTWAWIWY
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.
Kevin Nanthrup - Financial Advisor | TrueAdvisor