John KaiserCRD Number: 6178649
Current Firm: Ameriprise Financial Services, Inc.
John Kaiser (CRD# 6178649) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Indianapolis, IN and has over 2 years of experience in the finance industry.
I4 Advisors LLC
Treybourne Wealth Planners
Canterbury Investment Management, LLC
|Ameriprise Financial Services, Inc.||Indianapolis, IN||Mar 2013 - Current||3|
|Unemployed||Noblesville, IN||Nov 2012 - Feb 2013||< 1|
|Hmc Screen Printing||Noblesville, IN||Oct 2012 - Oct 2012||< 1|
|Unemployed||Noblesville, IN||Oct 2011 - Sep 2012||< 1|
|Graphic 22, Inc.||Chesterton, IN||Jun 2008 - Sep 2011||3|
|White River Landing||Muncie, IN||Feb 2008 - May 2008||< 1|
|Shoreline Brewery||Michigan City, IN||Jun 2007 - Dec 2007||< 1|
|Unemployed||Muncie, IN||Feb 2007 - May 2007||< 1|
|Olive Garden||Muncie, IN||Feb 2005 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
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
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