Kael Adam
Investment adviser representative at Ameriprise Financial Services, LLC
12 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
12 years in the industry.
- Ameriprise Financial Services, LLCJan 2024 to now
- Hogan-hansen, Cpas and ConsultantsFeb 2024 to May 2024
- Ameriprise Financial Services, LLCMay 2023 to Aug 2023
- Iowa State UniversityAug 2021 to May 2024
- Mose LevyMay 2021 to Aug 2022
- Cml ConstructionMar 2020 to May 2021
- Washington State BankJan 2019 to May 2021
- Washington Community School DistrictJun 2014 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IA, 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
- 7747201
- Firm CRD
- 6363