Unclaimed
Kyle Lechtenberg is an active investment advisor representative registered with Ameriprise Financial Services, LLC. Kyle has been in the industry since 2022, with a broad range of experience in the financial services industry. Kyle is a registered representative and investment advisor representative in several states, including Nebraska, Texas, Colorado, Florida, Hawaii, Illinois, Iowa, Kansas, Massachusetts, Michigan, Minnesota, Missouri, New York, South Dakota, and Wisconsin. Kyle holds a Series 7TO, Series 66 and SIE licenses. Kyle's specializations include investment services and products. Ameriprise Financial Services, LLC is a large financial services firm with over $479 billion in assets under management.
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
NE
01/09/2023 - Present
Ameriprise Financial Services, LLC (OAKLAND NE)
BOTH
Issued 07/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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