Kylee Mohammed, financial advisor Ann Arbor MI
88 score

Kylee Mohammed

CRD Number: 5979785
Current Firm: Ameriprise Financial Services, Inc.

Kylee Mohammed (CRD# 5979785) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Ann Arbor, MI and has over 2 years of experience in the finance industry.

Similar Advisors
Greg Brown, financial advisor Ann Arbor MI
Greg Brown
CRD# 6002011
Pathway Financial Planning
Score
105
Similar Advisors
Andrea Darden, financial advisor Ann Arbor MI
Andrea B. Darden
CRD# 4395802
Chisholm & Darden Investment Advisors, Inc.
Score
103
Similar Advisors
Robert Schmansky, financial advisor Ann Arbor MI
Robert Schmansky
CRD# 4530174
Clear Financial Advisors, LLC
Score
103
Company Name Location Dates Years
Ameriprise Financial Services, Inc. Ann Arbor, MI Nov 2014 - Current 2
Spc Ann Arbor, MI Aug 2014 - Oct 2014 < 1
Sigma Financial Corporation Ann Arbor, MI Sep 2011 - Oct 2014 3
Acro Legal Copy Service Jackson, MI May 2010 - Sep 2011 1
Vermeulens Furniture Jackson, MI Nov 2009 - Aug 2010 < 1
Unemployed Jackson, MI Aug 2008 - Nov 2009 1
Jackson Harness Raceway Jackson, MI Apr 2002 - Jul 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Kylee M. Mohammed
Phone Number: 612-671-3131
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.