Kerry WillardCRD Number: 5045056
Current Firm: Ameriprise Financial Services, LLC
Kerry Willard (CRD# 5045056) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Evansville, IN and has over 15 years of experience in the finance industry.
Robert W. Baird & Company Incorporated
Ameriprise Financial Services, LLC
Donaldson Capital Management LLC
|Ameriprise Financial Services, Inc.||Newburgh, IN||Sep 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2006|
Total Assets Under Management374,305MILLIONS
Total Number of Accounts1,619,519ACCOUNTS
Average Account Value$231,121
- 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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