Unclaimed
Kevin Sevlie is a financial advisor with Ameriprise Financial Services, LLC, located in Minneapolis, Minnesota. Kevin has over 10 years of experience in the financial services industry. Kevin has a wide range of experience working with clients in the insurance, investment, and financial planning fields. Kevin is a Certified Financial Planner® professional and holds Series 7, 9, 10, 24, 63 and 66 licenses.
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
11/06/2019 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
04/22/2016 - 06/23/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EDINA MN)
MN
08/11/2014 - 04/11/2016
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
12/16/2009 - 08/14/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MINNEAPOLIS MN)
MN
08/03/2007 - 11/02/2009
ASKAR CORP. (BLOOMINGTON MN)
BOTH
Issued 03/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/31/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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