Kyle Matthew Segelle

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

• 10/2006 → 03/2020
  Ameriprise Financial Services, Inc.
  Chesterfield, MO
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Chesterfield, MO

Other Businesses

Business Ownership; Maverick Management Solutions; Management of entities; Consulting; 16401 Swingly Ridge Rd. STE 330, , Chesterfield, MO, 63017; Not Investment-Related; 07/27/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Infinity Co-Op Enterprises; Expense management; Consulting; 16401 Swingly Ridge Rd. STE 330, , Chesterfield, MO, 63017; Not Investment-Related; 07/27/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Alpha Property Solutions; President; Collect rent and manage rental properties; 16401 Swingly Ridge Rd Ste 330, , Chesterfield, MO, 63017; Investment-Related; 01/01/2019; 1 to 9 hours per month; 1 to 9 during trading hours / Infinity Enterprise Solutions LLC; Manage Business; Operational and practice management purposes for practice; 16401 Swingly Ridge Rd. STE 330, , Chesterfield, MO, 63017; Not Investment-Related; 02/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours / JCM Services; President; Leasing and staffing; 825 Maryville Centre DRive, , Chesterfield, MO, 63017; Not Investment-Related; 01/01/2019; 1 to 9 hours per month; 0 during trading hours / Integrated Tax Solutions; President; Tax Preparation; 16401 Swingley Ridge Rd, Ste 330, , Chesterfield, MO, 63017; Not Investment-Related; 01/01/2019; 1 to 9 hours per month; 1 to 9 during trading hours / Infinity Business & Tax Group; Owner; Tax Preparation; 16401 Swingley Ridge Road, Ste 330, Chesterfield, MO, 63017; Not Investment-Related; 04/30/2026; 1 to 9 hours per month; 0 during trading hours. Board of Directors; The Thin Line Foundation; President; 825 Maryville Centre Dr.Chesterfield, MO 63017, ,; Not Investment-Related; 07/16/2018; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Infinity Enterprise Solutions, LLC; Owner - Manage advisory business; ; 16401 Swingly Ridge Rd STE 330, , Chesterfield, MO, 63017; Investment-Related; 02/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-02-04

Other Names

• Kyle M Segelle