Kirby Loraine Marik
Investment adviser representative at Ameriprise Financial Services, LLC
10 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
10 years in the industry.
- Ameriprise Financial Services, LLCJun 2026 to now
- IndependentFeb 2026 to May 2026
- PelotonJun 2025 to Jan 2026
- Pvolve Houston MemorialJun 2025 to Oct 2025
- Beach Bunny SwimwearJan 2024 to May 2025
- University of HoustonJul 2023 to Jan 2024
- Palm Beach TanJan 2023 to Jul 2023
- University of HoustonMar 2022 to Jan 2023
- Fitness Athletic CenterAug 2021 to Mar 2022
- Bellville IsdJan 2021 to Aug 2021
- Southern TrendsOct 2019 to Jan 2021
- Bellville IsdJan 2016 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8295258
- Firm CRD
- 6363