Unclaimed
Kent Adair Kennedy is a financial advisor with Ameriprise Financial Services, LLC, a large firm with more than $1 billion in assets under management. Kent is registered as a broker-dealer and investment advisor in Kansas, Texas, and several other states. They have been in the industry since January 1998 and have a wide range of experience in financial planning, portfolio management, and asset allocation. Kent is dedicated to helping clients achieve their financial goals. They offer a variety of services, including financial planning, investment management, and retirement planning. They are committed to providing personalized advice and exceptional service to all their 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.
1
2
KS
10/03/2006 - Present
Ameriprise Financial Services, LLC (Lawrence KS)
MN
09/22/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
03/06/1997 - 11/11/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/06/1997 - 11/11/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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