Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Marvin Kalt is a financial advisor registered with Ameriprise Financial Services, LLC. David is registered with the state of South Dakota, which allows him to provide investment advice and services to individuals and businesses. David has been in the financial industry since April 7, 1990. He has experience working with a number of firms, including Securities America, Inc., Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc. David's current firm, Ameriprise Financial Services, LLC, has an approximate asset amount of $1 billion - $10 billion and 140,938 clients.
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.
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2
SD
08/15/2018 - Present
Ameriprise Financial Services, LLC (Aberdeen SD)
SD
09/29/2015 - 12/31/2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (ABERDEEN SD)
SD
09/23/2010 - 10/01/2015
SECURITIES AMERICA, INC. (ABERDEEN SD)
SD
01/01/2008 - 09/27/2010
WELLS FARGO ADVISORS, LLC (ABERDEEN SD)
SD
06/22/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ABERDEEN SD)
MN
02/01/1994 - 06/18/1998
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
MO
08/22/1989 - 02/11/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 03/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/1998
Series 4 - Registered Options Principal Examination
BC
Issued 10/20/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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