Kevin C Maroney
Investment adviser representative at Ameriprise Financial Services, LLC
15 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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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
15 years in the industry.
- Ameriprise Financial Services, LLCMay 2026 to now
- Clubs Fore Kids Inc.Jan 2023 to now
- Florida Financial AdvisorsJul 2025 to May 2026
- UnemployedJul 2021 to Dec 2022
- Bank of America SecuritiesSep 2011 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5769135
- Firm CRD
- 6363