Keriann Mitchell
Keriann Mitchell is a registered investment advisor at Ameriprise Financial Services, LLC, based in Watkinsville, GA, with 15 years of industry experience. Keriann 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
1551 Jennings Mill Rd, Ste 1000-B, Watkinsville, GA, 30677-7257
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Regulatory History
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 Activities
Keriann owns another business, located at 21 Cowee Woods Drive in Franklin, NC, since 2015. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Morgan Stanley
Morgan StanleyBroker
Valmark Securities, INC.Broker
National Planning CorporationBroker
State Registrations3 states
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.