Vivek KaulCRD Number: 7118836
Current Firm: Ameriprise Financial Services, LLC
Vivek Kaul (CRD# 7118836) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Edina, MN and has 1 year of experience in the finance industry.
Thrivent Advisor Network, LLC
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Ameriprise Financial Services, LLC||Edina, MN||Apr 2020 - Current||2|
|Full-time Education||Bronx, NY||Sep 2019 - Mar 2020||< 1|
|Ameriprise Financial||Edina, MN||May 2019 - Aug 2019||< 1|
|Full-time Education||Bronx, NY||Sep 2018 - Apr 2019||< 1|
|Ameriprise Fiancial||Edina, MN||Jul 2018 - Aug 2018||< 1|
|Full-time Education||Bronx, NY||Sep 2017 - Jun 2018||< 1|
|Ecapital Advisors||Bloomington, MN||Jun 2017 - Aug 2017||< 1|
|Breck School||Golden Valley, MN||Sep 2016 - May 2017||< 1|
|Ecapital Advisors||Bloomington, MN||Jun 2016 - Aug 2016||< 1|
|Breck School||Golden Valley, MN||Sep 2015 - May 2016||< 1|
|Freeway Transfer Inc.||Burnsville, MN||Jun 2015 - Aug 2015||< 1|
|Breck School||Golden Valley, MN||Dec 2010 - May 2015||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- 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
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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