Ravi Kapoor
Investment adviser representative at Ameriprise Financial Services, LLC
13 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
13 years in the industry.
- Ameriprise Financial Services, LLCAug 2026 to now
- Ameriprise Financial Services, LLCMay 2026 to Jul 2026
- Stay At Home FatherJun 2025 to May 2026
- Ameriprise Financial Services, LLCApr 2025 to Jun 2025
- Stay At Home FatherJun 2024 to Apr 2025
- TenstreetAug 2022 to Jun 2024
- UnemployedJun 2022 to Jul 2022
- Full-time Student At Massachusetts Institute of TechnologyFeb 2021 to May 2022
- UnemployedJan 2021 to Jan 2021
- Student At San Antonio CollegeAug 2020 to Dec 2020
- R&p EngineeringJun 2013 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 8076865
- Firm CRD
- 6363