RK
RK

Ryan Kelley

6 Years of Experience
Greensboro, NC
Broker

Ryan Kelley is a registered investment advisor at Ameriprise Financial Services, LLC, based in Greensboro, NC, with 6 years of industry experience. Ryan 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

Greensboro, NC

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
June 2025 - Present · 11 mos
Ameriprise Financial Services, LLC
June 2025 - Present · 11 mos
Ameriprise Financial Services, LLC
June 2025 - Present · 11 mos
Previous Registrations
Wells Fargo Advisors
January 2024 - June 2025 · 1 yr 5 mos
Wells Fargo Clearing Services, LLCBroker
January 2024 - June 2025 · 1 yr 5 mos
M1 Finance LLCBroker
October 2022 - February 2024 · 1 yr 4 mos
Robinhood Financial, LLCBroker
June 2021 - August 2022 · 1 yr 2 mos
Charles Schwab & CO., INC.Broker
September 2019 - May 2021 · 1 yr 8 mos
State Registrations6 states
FLMDNCSCTXVA
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.
Ryan Kelley - Financial Advisor | TrueAdvisor