Rosa Kun, financial advisor Holland MI
90 score

Rosa Kun

CRD Number: 5496892
Current Firm: Ameriprise Financial Services, Inc.

Rosa Kun (CRD# 5496892) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Holland, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Holland, MI Mar 2011 - Current 5
Gamache & Associates Holland, MI Feb 2008 - Mar 2011 3
Usf Holland/manpower Zeeland, MI Jan 2007 - Jan 2008 1
Unemployed Holland, MI Oct 2006 - Dec 2006 < 1
Unemployed Chicago, IL May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Rosa Kun
Phone Number: 612-671-3131
Registered State(s):
  • MI
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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