Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Phillips is a financial advisor with Ameriprise Financial Services, LLC. Kimberly has been in the financial services industry since April 24, 2000. Kimberly is licensed to sell securities in Minnesota. Kimberly holds the Series 6, Series 7 and SIE licenses. Kimberly is located at 901 3rd Ave S, Minneapolis, MN 55402-3367. Kimberly has been working with Ameriprise Financial Services, LLC since September 1, 2023. Previous to that, Kimberly was with AMERICAN ENTERPRISE INVESTMENT SERVICES INC. from August 4, 2008, to September 5, 2023. Before that, Kimberly was with Ameriprise Financial Services, Inc. from April 24, 2000, to July 25, 2008. Prior to that, Kimberly was with IDS LIFE INSURANCE COMPANY from April 24, 2000, to July 3, 2006.
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
MN
09/01/2023 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
08/04/2008 - 09/05/2023
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
04/24/2000 - 07/25/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/24/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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