Kyle Kerby, financial advisor Grafton ND

Kyle Kerby

CRD Number: 6814764
Current Firm: Ameriprise Financial Services, LLC

Kyle Kerby (CRD# 6814764) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grafton, ND and has over 3 years of experience in the finance industry.

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Ameriprise Financial Services, LLC
Company Name Location Dates Years
Ameriprise Financial Services, LLC Grand Forks, ND Mar 2020 - Current 4
Ameriprise Financial Services, Inc. Grafton, ND May 2018 - Mar 2020 1
Bemidji State University Bemidji, MN Aug 2014 - Apr 2018 3
Lawn Care Laporte, MN May 2007 - Oct 2017 10
Northern Industrys Laporte, MN May 2014 - Oct 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2021
Contact Info for Kyle H. Kerby
Phone Number: 612-671-3131
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    479,794
    MILLIONS
  • Total Number of Accounts
    2,284,921
    ACCOUNTS
  • Average Account Value
    $209,983
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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