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Michael Kerr

Ameriprise Financial Services, LLC
7 Years of Experience
Granville, OH
1 DisclosureBroker
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Michael Kerr is a registered investment advisor at Ameriprise Financial Services, LLC, based in Granville, OH, with 7 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1925 Newark Granville Rd, Granville, OH, 43023

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2017
Final
View Full SEC ReportHow to Read Disclosures
Other 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
April 2019 - Present · 7 yrs 6 mos
Ameriprise Financial Services, LLC
March 2019 - Present · 7 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 2019 - Present · 7 yrs 7 mos
State Registrations31 states
AZCACOCTDCDEFLGAILINKYMAMDMEMIMNMONCNJNVNYOHORPATXUTVAWAWIWVWY
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.
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