Kelsey Varty (CRD# 6439028) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Detroit Lakes, MN and has over 4 years of experience in the finance industry.
CRD# 2639006
Future Bright
CRD# 4722650
Raymond James Financial Services Advisors, Inc.
CRD# 2475927
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Detroit Lakes, MN | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Detroit Lakes, MN | Jan 2015 - Mar 2020 | 5 |
| First Security Bank | Detroit Lakes, MN | Jun 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- MN
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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