Kevin Engebretson, financial advisor Elbow Lake MN
90 score

Kevin Engebretson

CRD Number: 6110980
Current Firm: Ameriprise Financial Services, Inc.

Kevin Engebretson (CRD# 6110980) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Elbow Lake, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Alexandria, MN Aug 2012 - Current 4
Alexandria Public Schools Alexandria, MN Jun 2009 - Aug 2012 3
Big Lake Public Schools Big Lake, MN Jun 2007 - Jun 2009 2
Concordia College Moorhead, MN Aug 2003 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Kevin S. Engebretson
Phone Number: 612-671-3131
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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