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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kellmann is an investment advisor representative at Ameriprise Financial Services, LLC. John has been in the securities industry since May 11, 2011, and has been registered with Ameriprise Financial Services, LLC since March 2020. Previously, John was registered with Ameriprise Financial Services, Inc. from February 16, 2009, until September 24, 2010. John holds Series 63, 65, 7 and SIE licenses. John is registered in Connecticut, Florida, Georgia, Illinois, Massachusetts, Michigan, Minnesota, North Carolina, Ohio, Oregon, and Texas. John also serves as a board member for Kellmann.
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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MI
08/30/2024 - Present
Ameriprise Financial Services, LLC (Ann Arbor MI)
MI
02/16/2009 - 09/24/2010
AMERIPRISE FINANCIAL SERVICES, INC. (ANN ARBOR MI)
BC
Issued 01/23/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/14/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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