ZK
ZK

Zachary Kenny

5 Years of Experience
Washington, PA
Broker

Zachary Kenny is a registered investment advisor at Ameriprise Financial Services, LLC, based in Washington, PA, with 5 years of industry experience. Zachary 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

Washington, PA

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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
October 2024 - Present · 1 yr 7 mos
Ameriprise Financial Services, LLC
October 2024 - Present · 1 yr 7 mos
Ameriprise Financial Services, LLC
October 2024 - Present · 1 yr 7 mos
Previous Registrations
PNC InvestmentsBroker
October 2019 - June 2023 · 3 yrs 8 mos
PNC Investments
October 2019 - June 2023 · 3 yrs 8 mos
Northwestern Mutual Investment Services,llc
January 2019 - August 2019 · 7 mos
Northwestern Mutual Investment Services, LLCBroker
January 2019 - August 2019 · 7 mos
Money Concepts Advisory Service
October 2018 - December 2018 · 2 mos
Money Concepts Capital CORPBroker
September 2018 - December 2018 · 3 mos
State Registrations19 states
ALAZCACTFLGAIDMAMNMOMSNCOHPASCTNTXVAWV
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.