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Kayla Manore

Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
4 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

11 years in the industry.

  1. Ameriprise Financial Services, LLCJul 2021 to now
  2. H&h HomesJun 2020 to Apr 2021
  3. Lake Norman Realty Property ManagementMay 2019 to Jun 2020
  4. Park Avenue PropertiesFeb 2018 to May 2019
  5. Retirement DirectNov 2016 to Feb 2018
  6. Pro Beauty SupplyOct 2015 to Nov 2016

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 4 states (AK, NC, SC, 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
7410496
Firm CRD
6363
Advisor's SEC record (opens in a new tab)
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