Kale Everett Youtzy
Investment adviser representative at Ameriprise Financial Services, LLC
18 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
18 years in the industry.
- Ameriprise Financial Services, LLCOct 2025 to now
- Edward JonesDec 2018 to Oct 2025
- Horizon PropertiesJan 2017 to Nov 2018
- Lucarelli's Italian RestaurantSep 2015 to Jun 2018
- Definas Italian RestaurantAug 2015 to May 2018
- Full Time EducationJan 2008 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7043512
- Firm CRD
- 6363