Karen Klenk
Karen Klenk is a registered investment advisor at Ameriprise Financial Services, LLC, based in New York, NY, with 13 years of industry experience. Karen 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
530 5th Ave, 10th Floor, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Karen owns commercial and multi-family real estate, some of which is investment-related. She is also a property manager for Galsib LLC and a VITA (Volunteer Income Tax Assistance) assistor, dedicating about 10-20% of her time to each of these roles.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Aog Wealth Management
Kalos Capital, INC.Broker
Cetera Advisors LLCBroker
Pacific West Securities, INC.Broker
State Registrations6 states
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