Kaeli Williams
Investment adviser representative at Ameriprise Financial Services, LLC
10 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
10 years in the industry.
- Ameriprise Financial Services, LLCJun 2024 to now
- Charleston Area Justice MinistryJun 2023 to Feb 2025
- Just PensacolaJul 2021 to Sep 2023
- Peace Palm BeachAug 2020 to Jul 2021
- HyattNov 2017 to May 2020
- New College of FloridaAug 2016 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7939115
- Firm CRD
- 6363