Kevin Andrew Witowich

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

• 09/2013 → 10/2016
  U.S. Bancorp Investments, Inc.
  Oceanside, CA
• 10/2016 → 07/2021
  Bbva Securities Inc.
  Carlsbad, CA
• 10/2016 → 07/2021
  Compass Bank
  Birmingham, AL
• 10/2016 → 07/2021
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 07/2011 → 07/2021
  Oceanside Chamber Of Commerce
  Oceanside, CA
• 11/2016 → 07/2021
  Bbva Wealth Solutions Inc.
  Carlsbad, CA
• 07/2021 → Present
  Ameriprise Financial Services, Llc
  San Diego, TX

Previous Registrations

• 2016-11-01 → 2021-07-16
  Pnc Managed Account Solutions, Inc.
  Carlsbad, CA
• 2013-09-24 → 2016-11-01
  U.S. Bancorp Investments, Inc.
  San Marcos, CA
  Del Mar, CA
  Murrieta, CA
  Rancho Santa Fe, CA
  Solona Beach, CA
  San Marcos, CA
  Oceanside, CA
  Vista, CA
  Carlsbad, CA
  Rancho Santa Fe, CA
  Del Mar, CA
  Solona Beach, CA
  Carlsbad, CA
• 2011-11-07 → 2013-09-26
  Edward Jones
  St Louis, MO
  Oceanside, CA
  Vista, CA

Other Businesses

Board of Directors; Oceanside Chamber of Commerce; Vice President; 928 N Coast Hwy, , Oceanside, CA, 92054; Not Investment-Related; 09/09/2021; 1 to 9 hours per month; 0 during trading hours. Outside Employment; California Credit Union; Financial Advisor - Financial Advising; ; 9420 Mira Mesa Blvd, , San Diego, CA, 92126; Investment-Related; 07/16/2021; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-10

Other Names

• Kevin Witowich