Vitali Kan (CRD# 6968150) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Edina, MN and has over 4 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Edina, MN | Dec 2020 - Current | 3 |
| Classic Gymnastics | Savage, MN | Oct 2020 - Nov 2020 | < 1 |
| Minnesota Life Insurance Company | St. Paul, MN | Aug 2019 - Oct 2020 | 1 |
| Securian Financial Services Inc. | St. Paul, MN | Aug 2019 - Oct 2020 | 1 |
| Cri Securities LLC | St. Paul, MN | Aug 2019 - Oct 2020 | 1 |
| North Star Resource Group | Minneapolis, MN | Aug 2019 - Oct 2020 | 1 |
| University Of Minnesota Twin-cities | Minneapolis, MN | Sep 2015 - May 2019 | 3 |
| North Star Resource Group | Minneapolis, MN | Jun 2018 - Aug 2018 | < 1 |
| Sportradar | Minneapolis, MN | Jun 2017 - Sep 2017 | < 1 |
| Swiss Turners Gymnastics Academy | West Allis, WI | Sep 2011 - Aug 2015 | 3 |
| Nathan Hale High School | West Allis, WI | Sep 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- MN
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
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
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 derived from SEC.gov data covering 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.
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.