Kailey N Van wingerden
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, LLCNov 2024 to now
- UnemployedJun 2024 to Nov 2024
- The Circle RestaurantJul 2023 to Jun 2024
- Haber & Guenther LLCJul 2022 to May 2023
- Centenary UniversityAug 2020 to May 2022
- Hyde Away Restaurant & Tap RoomDec 2019 to Dec 2020
- ShopriteSep 2019 to Oct 2020
- Sussex County Community CollegeAug 2019 to May 2020
- Freelance BistroMay 2019 to Nov 2019
- West Virginia UniversityJan 2019 to May 2019
- Rutgers UniversityAug 2018 to Dec 2018
- Fredon DeliNov 2017 to Mar 2018
- Kittatinny Regional High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7999678
- Firm CRD
- 6363