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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Dolen is a financial advisor with Ameriprise Financial Services, LLC. Kevin has been in the financial industry since 1999. Kevin has a broad range of experience in the financial industry, including serving as a financial advisor at Ameriprise Advisor Services, Inc. and American Express Financial Advisors Inc. Kevin holds a variety of licenses, including Series 7, 24, 31, 63, and 66. Kevin is also a Certified Financial Planner.
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
IN
03/03/2010 - Present
Ameriprise Financial Services, LLC (INDIANAPOLIS IN)
IN
03/07/2003 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (INDIANAPOLIS IN)
MN
08/21/2001 - 03/12/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/21/2001 - 03/12/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
04/28/1992 - 07/09/1993
OLDE DISCOUNT CORPORATION
NA
08/20/1991 - 04/29/1992
HIBBARD BROWN & CO., INC.
BOTH
Issued 09/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 06/16/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/01/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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