Unclaimed
Marc Hurley Kaeckmeister is a financial advisor with Ameriprise Financial Services, LLC. Marc has over 27 years of experience in the financial services industry. Marc is registered with the state of Michigan as an Investment Advisor Representative (IAR) and a Broker. Marc specializes in financial planning, portfolio management, and retirement planning. Marc has provided investment advice and wealth management services to individuals, families, and businesses for over 27 years. Marc holds multiple professional licenses and designations including Series 6, 7, 24, 63, and 65. Marc is committed to helping his clients achieve their financial goals. Prior to joining Ameriprise, Marc worked for The Huntington Investment Company, CETERA INVESTMENT SERVICES LLC, LPL FINANCIAL LLC, IFMG SECURITIES, INC., NATCITY INVESTMENTS, INC., and TCF SECURITIES, INC.
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
MI
10/10/2023 - Present
Ameriprise Financial Services, LLC (Saint Charles MI)
MI
10/14/2021 - 10/03/2023
THE HUNTINGTON INVESTMENT COMPANY (PORTLAND MI)
MI
11/09/2017 - 10/13/2021
CETERA INVESTMENT SERVICES LLC (OWOSSO MI)
MI
02/01/2017 - 11/02/2017
THE HUNTINGTON INVESTMENT COMPANY (Saginaw MI)
MI
03/04/2008 - 02/01/2017
LPL FINANCIAL LLC (BRIDGEPORT MI)
MI
06/27/2005 - 03/04/2008
IFMG SECURITIES, INC. (SAGINAW MI)
OH
09/18/2002 - 06/06/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
MN
07/03/1997 - 09/18/2002
TCF SECURITIES, INC. (MINNEAPOLIS MN)
MA
09/03/1996 - 06/10/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/03/1996 - 06/10/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 04/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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