Michael Kerr, financial advisor Worthington OH

Michael Kerr

CRD Number: 6719039
Current Firm: Ameriprise Financial Services, LLC

Michael Kerr (CRD# 6719039) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worthington, OH and has over 2 years of experience in the finance industry.

Similar Advisors
Teresa Owsley, financial advisor Worthington OH
Teresa D. Owsley
CRD# 2483337
Stratos Wealth Partners, Ltd
Similar Advisors
Matthew Freiburger, CFA, CPA, financial advisor Worthington OH
Matthew R. Freiburger, CFA, CPA
CRD# 5207204
Shuttleworth & Company
Similar Advisors
Fred Abbott, financial advisor Worthington OH
Fred J. Abbott
CRD# 2278230
Lpl Financial LLC
Company Name Location Dates Years
Ameriprise Financial Services, Inc. Worthington, OH Jun 2018 - Current 3
Lindey's Restaurant & Bar Columbus, OH Jun 2017 - Jun 2018 1
Skylight Financial Group Columbus, OH May 2017 - Dec 2017 < 1
The Ohio State University Fisher College Of Business Columbus, OH Aug 2013 - Dec 2017 4
Balboa Grandview, OH Mar 2017 - Jun 2017 < 1
Northwestern Mutual Grandview, OH Jan 2017 - May 2017 < 1
Cameron Mitchell Restaurants Columbus, OH Dec 2014 - Jan 2017 2
Hastings Waterworks - Wedgewood Country Club Powell, OH May 2014 - Aug 2014 < 1
Metropolitan Pool Service Strongsville, OH May 2007 - Aug 2013 6
University Of Dayton Dayton, OH Aug 2011 - May 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael H. Kerr
Phone Number: 612-671-3131
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    374,305
    MILLIONS
  • Total Number of Accounts
    1,619,519
    ACCOUNTS
  • Average Account Value
    $231,121
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.