Kyle C Kendall
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, LLCAug 2025 to now
- Edward JonesAug 2024 to Aug 2025
- GartnerMay 2022 to Aug 2024
- UnemployedJan 2022 to May 2022
- Ssb Community BankMay 2021 to Jan 2022
- Union Country ClubDec 2020 to May 2021
- Marsh IndustriesMay 2020 to Aug 2020
- Kent State UniversityAug 2018 to Aug 2022
- UnemployedAug 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7963164
- Firm CRD
- 6363