Kelsey Varty
Kelsey Varty is a registered investment advisor at Ameriprise Financial Services, LLC, based in Detroit Lakes, MN, with 7 years of industry experience. Kelsey 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
1135 Washington Ave, Ste 103, Detroit Lakes, MN, 56501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelsey is the Secretary of the Board of Directors for Varty since 2022, dedicating minimal time. She also writes for online and print publications, focusing on slice-of-life and weather-related content, spending about 10-20% of her time on this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
State Registrations18 states
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