Kurt Michael Kern

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Altoona, WI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Altoona, WI

Other Businesses

Business Ownership; Porch Place, LLC; Member; Pass through entity to run the Ameriprise practice; 1520 Front Porch Place, , Altoona, WI, 54720; Investment-Related; 01/01/2023; 10 to 19 hours per month; 1 to 9 during trading hours / Kernco Enterprise; Owner; Manage Ameriprise Business; 1520 Front Porch Place, , Altoona, WI, 54720; Investment-Related; 03/31/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Confluence Group LLC; Co-owner; Manage Ameriprise Business; 1520 Front Porch Place, , Altoona, WI, 54720; Investment-Related; 10/29/2024; 10 to 19 hours per month; 1 to 9 during trading hours / Compass LLC; Owner/Manager; Commercial real estate ownership and rental; 1520 Front Porch Place, , Altoona, WI, 54720; Investment-Related; 08/19/2019; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Boys and Girls Club of Greater Chippewa Valley; Board Member; 1005 Oxford Ave, , Eau Claire, WI, 54703; Not Investment-Related; 06/02/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Kernco Enterprise; Owner; Manage advisory business; 1520 Front Porch Place, , Altoona, WI, 54720; Investment-Related; 03/31/2025; 20 to 39 hours per month; 20 to 39 during trading hours / Porch Place, LLC; Co-owner; Manage advisory business; 1520 Front Porch Place, , Altoona, WI, 54720; Investment-Related; 01/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-29
• S63 Uniform Securities Agent State Law Examination
  1991-07-31