Kyle Piechotta
Investment adviser representative at Ameriprise Financial Services, LLC
12 yearsExperience
1 stateRegistered 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, LLCApr 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to Apr 2025
- Bank of America, N.A.Oct 2022 to Apr 2025
- WalmartJul 2022 to Oct 2022
- YelpJun 2022 to Jun 2022
- UnemployedApr 2022 to Jun 2022
- Red Bull Distribution CompanyJun 2021 to Apr 2022
- UnemployedDec 2020 to May 2021
- Swire Coca-colaAug 2018 to Dec 2020
- UnemployedJun 2018 to Aug 2018
- Alamo DrafthouseAug 2017 to Sep 2017
- Pizza HutJun 2017 to Jul 2017
- Ruby Tequila'sFeb 2017 to Apr 2017
- Texas Tech UniversityAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7991652
- Firm CRD
- 6363