Kevin Mark Kocovic
Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
Are you Kevin Mark Kocovic? Claim your profile
Contact this firm
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
11 years in the industry.
- Ameriprise Financial Services, LLCMar 2026 to now
- Mioym EquitiesFeb 2025 to Jan 2026
- Townhouse ResturantNov 2024 to Dec 2024
- UnemployedJun 2024 to Oct 2024
- Ameriprise FinancialJul 2021 to Mar 2022
- Fordham UniversityAug 2019 to May 2024
- Salesian High SchoolSep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8237237
- Firm CRD
- 6363