Kim Renee Angell

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → Present
  Ameriprise Financial Services, Llc
  Stevens Point, WI

Other Businesses

Business Ownership; SAA LLC; Member; LLC in accordance with Ameriprise legal entity policy as updated 12/15/15. Purpose is succession management and to facilitate the growth of the practice and retention of key employees.; 3241A Business Park Drive Stevens Point, WI 54482, ,; Not Investment-Related; 01/01/2017; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; YMCA Foundation Board of Trustees; Board Member; 1000 Division Street, , Stevens Point, WI, 54481; Not Investment-Related; 08/18/2022; 1 to 9 hours per month; 1 to 9 during trading hours / United Way of Portage County; Endowment Committee member; 2801 Hoover Rd Unit #2, , Stevens Point, WI, 54481; Not Investment-Related; 04/23/2014; 1 to 9 hours per month; 1 to 9 during trading hours / Holy Spirit Endowment Committee; Committee Member; 2151 Stanley Street, , Stevens Point, WI, 54481; Not Investment-Related; 06/05/2024; 0 hours per month; 0 during trading hours / Pacelli Education Foundation Board of Trustees; President; 1301 Maria Drive, , Stevens Point, WI, 54481; Not Investment-Related; 09/16/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; SAA,LLC; Associate Financial Advisor - Member; To manage practice operations; 3241A Business Park Drive Stevens Point, WI 54482, ,; Investment-Related; 01/01/2017; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2001-04-24

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Kim Renee Firkus
• Kim Renee Firkus