Kristi Lynn Van Vleck

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

• 11/2001 → 03/2020
  Ameriprise Financial Services, Inc.
  Portland, OR
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  West Linn, OR

Other Businesses

Business Ownership; KVV Golden Rule Enterprises LLC; Pay employeesPay rent and expensesCEO; Consulting; 10941 Arndt Rd NE, , Aurora, OR, 97002; Not Investment-Related; 04/04/2022; 1 to 9 hours per month; 0 during trading hours. Outside Employment; KVV Golden Rule Enterprises LLC; CEO - running the LLC; ; 1660 Willamette Falls Dr, , West Linn, OR, 97002; Not Investment-Related; 07/01/2022; 20 to 39 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-01-28

Other Names

• Kristi Lynn Smith
• Kristi Lynn Vanvleck