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Robert Burdell Kerschbaum

Ameriprise Financial Services, LLC

Kalamazoo, MI

CRD 4462352

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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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-04-13
MI RA APPROVED 2010-07-01
  • TX RA
    APPROVED
    Since 2022-04-13
  • MI RA
    APPROVED
    Since 2010-07-01

Branch Locations

433 E Michigan Ave, Kalamazoo, MI 49007 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Kalamazoo MI 09/2005 03/2020
Ameriprise Financial Services, Llc Kalamazoo MI 03/2020 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-11-19
  • S63 Uniform Securities Agent State Law Examination
    2001-11-19
Designations
  • Certified Financial Planner
Other Names
  • Robert Kerschbaum

View on SEC IAPD

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THOMAS J SCAMPINI
ROBERT F TIGHE
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Nearby Offices

SLEEPING GIANT CAPITAL, LLC · KALAMAZOO, MI
MORGAN STANLEY · KALAMAZOO, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Kalamazoo, MI

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