Kevin Plodzik, financial advisor Auburndale MA

Kevin Plodzik

CRD Number: 6974339
Current Firm: Ameriprise Financial Services, LLC

Kevin Plodzik (CRD# 6974339) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Auburndale, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Auburndale, MA Mar 2020 - Current 4
Ameriprise Financial Services, Inc. Auburndale, MA Jul 2018 - Current 5
Seacoast Coca-cola Seabrook, NH Jan 2016 - Jun 2018 2
University Of New Hampshire Durham, NH Jun 2014 - May 2018 3
Unh Dairy Bar Durham, NH Jun 2012 - May 2018 5
Youngclaus And Company Pllc North Hampton, NH Jan 2017 - Jan 2018 1
Dover High Schhol Dover, NH Jun 2010 - Jun 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Kevin G. Plodzik
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
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, WY

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