Kevin Linn, financial advisor Tipton IA

Kevin Linn

CRD Number: 6664930
Current Firm: Ameriprise Financial Services, LLC

Kevin Linn (CRD# 6664930) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tipton, IA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Davenport, IA Mar 2020 - Current 4
Ameriprise Financial Services Inc. Tipton, IA Oct 2019 - Mar 2020 < 1
Principal Life Insurance Company Davenport, IA Sep 2018 - Oct 2019 1
Principal Securities Incorparated Davenport, IA Sep 2018 - Oct 2019 1
Mwa Financial Services Inc. Rock Island, IL Jun 2016 - Sep 2018 2
Modern Woodmen Of America Rock Island, IL Sep 2010 - Sep 2018 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2016
Contact Info for Kevin M. Linn
Phone Number: 612-671-3131
Registered State(s):
  • IA
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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