Kimberly Ann St Pierre

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

• 07/2007 → 03/2020
  Ameriprise Financial Services, Inc.
  Plymouth Meeting, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Plymouth Meeting, PA

Other Businesses

Business Ownership; KSP LLC; ; Pay the payroll through the LLC; 1000 Germantown Pike, Suite A-1Plymouth Meeting, PA 19462, ,; Not Investment-Related; 02/15/2017; 60 hours per month; 60 during trading hours / Emily Sophia LLC; Owner of the property; Ameriprise services; 1000 Germantown PikeSuite A-3Plymouth Meeting, PA 19642, ,; Investment-Related; 09/01/2018; 1 to 9 hours per month; 1 to 9 during trading hours / KSP MLS LLC; CEO; Used to pay payroll and benefits of employees; 1000 Germantown Pike, , Plymouth Meeting, PA, 19462; Investment-Related; 07/08/2022; 20 to 39 hours per month; 20 to 39 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-10-21
• S63 Uniform Securities Agent State Law Examination
  1998-05-15

Other Names

• Kimberly Ann Holstein
• Kimberly Ann Holstein
• Kimberly Ann St. Pierre