Kevin Wagner
Kevin Wagner is a registered investment advisor at Ameriprise Financial Services, LLC, based in Beaumont, TX, with 47 years of industry experience. Kevin 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
2615 Calder Ave Ste 150, Beaumont, TX, 77702-1957
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1980Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Painewebber IncorporatedBroker
Rotan Mosle INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 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.
Exams
More Advisors
- Thomas GothAmeriprise Financial Services, LLC
- Eric Schneider, CFPAmeriprise Financial Services, LLC
- Charles Heare, CFPAmeriprise Financial Services, LLC
- Bradford KleinAmeriprise Financial Services, LLC
- Damon Davis, CFPWells Fargo Advisors
- Joshua Cavett, PFSNewedge Advisors