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Kenneth Osler

48 Years of Experience
Novi, MI
Broker

Kenneth Osler is a registered investment advisor at Ameriprise Financial Services, LLC, based in Novi, MI, with 48 years of industry experience. Kenneth 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

43155 Main St Ste 2200A, Novi, MI, 48375

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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, LLC
October 2018 - Present · 7 yrs 11 mos
Ameriprise Financial Services, LLC
October 2018 - Present · 7 yrs 11 mos
Ameriprise Financial Services, LLCBroker
October 2018 - Present · 7 yrs 11 mos
Previous Registrations
B Riley Wealth Management
May 2015 - October 2018 · 3 yrs 5 mos
B. Riley Wealth ManagementBroker
May 2015 - October 2018 · 3 yrs 5 mos
Raymond James & Associates, INC.
December 2010 - June 2015 · 4 yrs 6 mos
Raymond James & Associates, INC.Broker
August 2005 - June 2015 · 9 yrs 10 mos
UBS Financial Services INC.Broker
May 2000 - September 2005 · 5 yrs 4 mos
Prudential Securities IncorporatedBroker
September 1989 - June 2000 · 10 yrs 9 mos
Thomson Mckinnon Securities INC.Broker
July 1984 - September 1989 · 5 yrs 2 mos
Manley, Bennett, Mcdonald & COBroker
December 1978 - July 1984 · 5 yrs 7 mos
Ashton & CO.Broker
December 1977 - December 1978 · 1 yr
State Registrations3 states
DEMITX
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.