Lilia Kelash
Investment adviser representative at Ameriprise Financial Services, LLC
13 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
13 years in the industry.
- Ameriprise Financial Services, LLCJun 2022 to now
- Willis Towers WatsonJun 2021 to May 2022
- UnemployedDec 2020 to Jun 2021
- Garcia ContractingOct 2020 to Dec 2020
- Martinborough WinesAug 2020 to Sep 2020
- Babich WinesApr 2020 to Jun 2020
- Extended TravelDec 2019 to Dec 2020
- Mid-america Business SystemsOct 2018 to Nov 2019
- Tony's DinerMay 2017 to Nov 2017
- University of Minnesota Twin CitiesSep 2016 to Aug 2019
- Summer NannyJun 2013 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7578404
- Firm CRD
- 6363