Kenneth Peter Steinmetz
Investment adviser representative at Ameriprise Financial Services, LLC
18 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
Are you Kenneth Peter Steinmetz? Claim your profile
Contact this firm
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
18 years in the industry.
- Ameriprise Financial Services, LLCJun 2026 to now
- Janney Montgomery Scott, LLCFeb 2018 to Jun 2026
- Bank of America, N.A.Nov 2009 to Feb 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2008 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 4344722
- Firm CRD
- 6363