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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Marie Havel is a financial advisor registered with Ameriprise Financial Services, LLC. Kelsey's firm, Ameriprise Financial Services, LLC is headquartered in Minneapolis, Minnesota. Kelsey is registered as a Registered Representative in Iowa. Kelsey has been in the financial services industry since January 2023. Kelsey has obtained the Series 66, Series 7TO and the SIE exams. Kelsey's firm manages approximately $1 billion - $10 billion in assets. Kelsey's firm has over 140,000 clients. Kelsey's firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. Kelsey's firm offers other advisory services as well.
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
IA
03/07/2023 - Present
Ameriprise Financial Services, LLC (Johnston IA)
BOTH
Issued 03/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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