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Kevin Nanthrup

16 Years of Experience
Renton, WA
1 DisclosureBroker

Kevin Nanthrup is a registered investment advisor at Ameriprise Financial Services, LLC, based in Renton, WA, with 16 years of industry experience. Kevin 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.

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
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Location

126 Wells Ave S, Renton, WA, 98057

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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 4 mos
Ameriprise Financial Services, LLC
November 2009 - Present · 16 yrs 11 mos
Ameriprise Financial Services, LLCBroker
November 2009 - Present · 16 yrs 11 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.
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