Unclaimed
Chelsea Kroll is a financial advisor at Ameriprise Financial Services, LLC, a firm headquartered in Minneapolis, MN. Chelsea has been in the financial industry since 2010 and holds a Series 66, Series 7 and SIE licenses. Chelsea holds the Certified Financial Planner and Chartered Financial Consultant designations. Chelsea has experience working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, insurance companies, trusts, estates, and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MI
02/05/2024 - Present
Ameriprise Financial Services, LLC (Midland MI)
MI
09/23/2010 - 02/05/2024
HANTZ FINANCIAL SERVICES, INC. (MIDLAND MI)
BOTH
Issued 10/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Chelsea Kroll is the right advisor for you? Invested Better is here to help.