Kelly L Kaczmarek

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

• 04/2010 → 09/2016
  Ameriprise Financial Services Inc
  Wichita, KS
• 10/2016 → 11/2016
  H. Beck, Inc.
  Bethesda, MD
• 12/2016 → 09/2020
  Morgan Stanley
  Alexandria, VA
• 09/2020 → 12/2021
  Ameriprise Financial Services, Llc
  Woodbridge, VA
• 01/2022 → 11/2023
  Morgan Stanley
  Easton, MD
• 11/2023 → 07/2024
  Bogart Wealth, Llc
  Mclean, VA
• 07/2024 → Present
  Ameriprise Financial Services, Llc
  Troy, MI

Previous Registrations

• 2023-11-16 → 2024-07-22
  Bogart Wealth, Llc
  Mclean, VA
• 2022-01-14 → 2023-11-09
  Morgan Stanley
  Easton, MD
• 2020-10-08 → 2021-12-22
  Ameriprise Financial Services, Llc
  Woodbridge, VA
  Falls Church, VA
• 2016-12-20 → 2020-10-02
  Morgan Stanley
  Alexandria, VA
  Mclean, VA
• 2016-10-19 → 2016-12-08
  Grove Point Investments, Llc
  Mclean, VA
• 2016-04-19 → 2016-10-28
  Ameriprise Financial Services, Llc
  Washington, DC
• 2012-09-10 → 2015-10-06
  Ameriprise Financial Services, Llc
  Wichita, KS
• 2010-04-15 → 2010-09-15
  Ameriprise Financial Services, Llc
  Henderson, NV
• 2009-04-17 → 2009-10-06
  Northwestern Mutual Investment Services, Llc
  Las Vegas, NV
• 2008-03-10 → 2008-09-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Las Vegas, NV

Exams

• S66 Uniform Combined State Law Examination
  2008-03-06

Designations

• Certified Financial Planner

Other Names

• Kelly L Kaczmarek
• Kelly Lynn Kaczmarek