Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Marie Kaluza is a financial advisor with Ameriprise Financial Services, LLC. Kim has been in the financial industry since 1998. Kim has a Series 6, Series 7, and Series 24 license and holds a SIE. Ameriprise Financial Services, LLC is an investment advisory firm with over $479 billion in assets under management. The firm provides financial planning, portfolio management, and asset allocation services to individuals, families, and businesses. Ameriprise Financial Services, LLC is a well-respected firm that offers a wide range of financial services.
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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MN
03/11/2010 - Present
Ameriprise Financial Services, LLC (Edina MN)
MN
04/23/1998 - 04/07/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/23/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/07/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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