Unclaimed
Kami Ochsendorf is a financial advisor who has been in the industry since December 4, 2022. Currently, Kami is registered with Ameriprise Financial Services, LLC and has been with them since February 2024. Prior to this, Kami worked at PRUCO SECURITIES, LLC. from November 21, 2022, to February 22, 2024. Kami is licensed in Minnesota as a registered representative and investment advisor. Kami specializes in asset allocation services, financial planning, and pension consulting. Kami also provides educational seminars, publications, and portfolio management services for both individuals and businesses.
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
MN
03/08/2024 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
11/21/2022 - 02/22/2024
PRUCO SECURITIES, LLC. (MONTEVIDEO MN)
BOTH
Issued 03/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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