Michael Kerr
Michael Kerr is a registered investment advisor at Ameriprise Financial Services, LLC, based in Columbus, OH, with 6 years of industry experience. Michael 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
1500 Lake Shore Drive, Suite 450, Columbus, OH, 43204-3800
Get directionsHistory
Regulatory History (1)
Regulatory
August 2017Other Business Activities
Michael owns a business since June 2020, dedicating minimal time. He also has outside employment with 123115, LLC since October 2021, spending about 60 hours per month on investment-related activities, all during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations27 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.