Kelsey Rawls Brown Lovett

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

• 01/2013 → 11/2020
  American United Life
  Auburn, AL
• 02/2013 → 11/2020
  Oneamerica Securities
  Auburn, AL
• 11/2020 → Present
  Ameriprise Financial Services, Llc
  Mobile, AL

Previous Registrations

• 2013-02-22 → 2020-11-24
  Oneamerica Securities, Inc.
  Baton Rouge, LA
  Auburn, AL
  Cantonment, FL
  Indianapolis, IN
• 2012-05-09 → 2013-02-25
  Signator Investors, Inc.
  Auburn, AL
  Jacksonville, FL
  Bossier City, LA
• 2009-03-24 → 2012-04-05
  Ameriprise Financial Services, Llc
  Auburn, AL

Other Businesses

Independent Insurance Brokering; Protective Life; 12/21/2020; Fixed Annuity / North American; 12/21/2020; / Athene Life and Annuity; 12/21/2020; .

Exams

• S66 Uniform Combined State Law Examination
  2008-10-08

Designations

• Certified Financial Planner

Other Names

• Kelsey Rawls Brown
• Kelsey R Brown