Vivek Kaul, financial advisor Edina MN

Vivek Kaul

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Vivek Kaul
Phone Number: 612-671-3131
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    458,068
    MILLIONS
  • Total Number of Accounts
    1,860,870
    ACCOUNTS
  • Average Account Value
    $246,158
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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