Stephen Kinney, financial advisor Hudson WI
96 score

Stephen Kinney

CRD Number: 874926
Current Firm: Ameriprise Financial Services, Inc.

Stephen Kinney (CRD# 874926) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Hudson, WI and has over 36 years of experience in the finance industry. Stephen Kinney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
American Express Financial Adv. Hudson, WI Jan 1980 - Current 36
Ids Life Insurance Company New Brighton, MN Dec 1979 - Current 37
American Express Financial Advisors Inc. Hudson, WI Dec 1979 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1979
Contact Info for Stephen R. Kinney
Phone Number: 612-671-3131
Registered State(s):
  • TX
  • WI
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
96
Clean Record
This advisor has a clean track record with regulators.

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