Kyle GoertzCRD Number: 6117776
Current Firm: Ameriprise Financial Services, Inc.
Kyle Goertz (CRD# 6117776) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Minneapolis, MN and has over 3 years of experience in the finance industry.
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Ameriprise Financial Services Inc.||Minneapolis, MN||Sep 2012 - Current||4|
|Burrito Loco Bar And Grill||Minneapolis, MN||Dec 2006 - Oct 2013||6|
|University Of Minnesota Twin Cities||Minneapolis, MN||Sep 2004 - May 2009||4|
|Advanced Private Investigations||La Crosse, WI||Jun 2006 - Dec 2006||< 1|
|University Of Minnesota Wilson Library||Minneapolis, MN||Sep 2004 - Sep 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2012|
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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