Kyle Knudsen

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

• 11/2012 → 03/2026
  Morgan Stanley Wealth Management
  San Diego, CA
• 01/2015 → 03/2026
  Morgan Stanley Private Bank, National Association
  New York, NY
• 03/2026 → Present
  Ameriprise Financial Services, Llc
  San Diego, CA

Previous Registrations

• 2013-01-24 → 2026-04-21
  Morgan Stanley
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2013-01-23

Other Names

• Kyle Knudsen
• Kyle Julius Knudsen