Kailee Davis (CRD# 5841070) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Faribault, MN and has over 13 years of experience in the finance industry.
CRD# 2773901
Edward Jones
CRD# 5679688
Osaic Wealth, Inc.
CRD# 4702538
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Faribault, MN | May 2022 - Current | 1 |
| Prudential Annuities Distributors | Dresher, PA | Aug 2010 - May 2022 | 11 |
| Prudential Insurance Company Of America | Dresher, PA | Nov 2009 - May 2022 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2011 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- MN
-
Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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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
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