Kory KleppeCRD Number: 3131648
Current Firm: Ameriprise Financial Services, Inc.
Kory Kleppe (CRD# 3131648) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Farmington, MO and has over 18 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
First State Financial Management
|Ids Life Insurance Company||Chesterfield, MO||Sep 1998 - Current||19|
|American Express Financial Advisors Inc.||Chesterfield, MO||Sep 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1999|
|S65||NASAA Investment Advisors Law Examination||Aug 2002|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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