Zachary David Kenny
Investment adviser representative at Ameriprise Financial Services, LLC
20 yearsExperience
2 statesRegistered 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
20 years in the industry.
- Ameriprise Financial Services, LLCOct 2024 to now
- Federated HermesJul 2023 to Oct 2024
- PNC InvestmentsOct 2019 to Jun 2023
- Northwestern Mutual Investment Services LLCJan 2019 to Jul 2019
- Northwestern Mutual Life Insurance CompanyJan 2019 to Jul 2019
- Money Concepts International IncMay 2018 to Dec 2018
- South Hills HondaDec 2014 to Feb 2017
- StudentJan 2006 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7009006
- Firm CRD
- 6363