KL
KL

Kyle Laube

15 Years of Experience
Minnetonka, MN
Broker

Kyle Laube is a registered investment advisor at Ameriprise Financial Services, LLC, based in Minnetonka, MN, with 15 years of industry experience. Kyle 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

10159 Wayzata Blvd Ste 200, Minnetonka, MN, 55305

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kyle is involved with WDA Inc. since 2019, dedicating about 60 hours per month to this investment-related outside employment.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2015 - Present · 10 yrs 7 mos
Ameriprise Financial Services, LLC
September 2015 - Present · 10 yrs 8 mos
Ameriprise Financial Services, LLCBroker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
June 2013 - October 2015 · 2 yrs 4 mos
Northwestern Mutual Investment Services,llc
June 2013 - October 2015 · 2 yrs 4 mos
U.S. Bancorp Investments, INC.
February 2012 - May 2013 · 1 yr 3 mos
U.S. Bancorp Investments, INC.Broker
February 2012 - May 2013 · 1 yr 3 mos
Waddell & Reed, INC.
November 2011 - February 2012 · 3 mos
Waddell & Reed, INC.Broker
October 2010 - February 2012 · 1 yr 4 mos
State Registrations34 states
AZCACOCTDCFLGAIAIDILINKSLAMAMEMIMNMOMTNCNDNENHNVNYOHOKORSCSDTXWAWIWY
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.
Kyle Laube - Financial Advisor | TrueAdvisor