Kyle Nicholas Tank

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

• 07/2015 → 05/2019
  Ameriprise Financial Services, Inc.
  Troy, MI
• 01/2023 → Present
  Ameriprise Financial Services, Llc
  Imlay City, MI
• 05/2019 → Present
  Through Fire Fitness
  Lapeer, MI

Previous Registrations

• 2016-08-26 → 2019-05-01
  Ameriprise Financial Services, Llc
  Troy, MI

Other Businesses

Business Ownership; The Junk Removal Pros LLC; Coordinate jobs/services with clients and staff. Manage truck maintenance and marketing.; Labor Service; 323 North St, , Lapeer, MI, 48446; Not Investment-Related; 12/01/2022; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Expert Witness; Working with attorneys to provide an opinion based on my professional knowledge and experience with regard to facts established in a case. This may include phone conversations, production of documents, depositions and testimony.; 323 North St, , Lapeer, MI, 48446; Investment-Related; 02/04/2025; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-10-13
• S66 Uniform Combined State Law Examination
  2016-08-23

Designations

• Certified Financial Planner