Kerry Eugene Wate
Investment adviser representative at Ameriprise Financial Services, LLC
13 yearsExperience
2 statesRegistered in
CFADesignation
$660.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Ameriprise Financial Services, LLCDec 2019 to now
- Bank of America, N.A.Jun 2013 to Dec 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2013 to Dec 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1996
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2266721
- Firm CRD
- 6363