KH
KH

Kevin Harrell

14 Years of Experience
Reno, NV
Broker

Kevin Harrell is a registered investment advisor at Ameriprise Financial Services, LLC, based in Reno, NV, with 14 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

155 Country Estates Cir, Ste 300, Reno, NV, 89511

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kevin owns a single-family real estate property since 2021. He also has outside employment with FWMG LLC since 2017, dedicating about a third of his time to this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2017 - Present · 9 yrs 6 mos
Ameriprise Financial Services, LLCBroker
January 2017 - Present · 9 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - January 2017 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2015 - January 2017 · 1 yr 11 mos
MML Investors Services, LLC
January 2013 - January 2015 · 2 yrs
MML Investors Services, LLCBroker
October 2012 - January 2015 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2011 - March 2012 · 11 mos
State Registrations12 states
AKAZCACOKSNVOKORTNTXUTWA
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.