Kenneth Lee Rapp

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

• 12/1995 → Present
  Ameriprise Financial Services, Llc
  Hershey, PA

Other Businesses

Board of Directors; Salt N' Light Youth Ministry; Board Member; 417 S 22nd Street, , Camp Hill, PA, 17050; Not Investment-Related; 03/28/2015; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Strock Enterprises, Inc.; Catering Laborer - Serving Guests, releasing tables, cleaning up after events; Catering; 729 Williams Grove RoadMechanicsburg PA 17055, ,; Not Investment-Related; 01/01/2006; 1 to 9 hours per month; 0 during trading hours / Cumberland County Bureau of Elections; Judge of Elections.. for Silver Spring Twp 3 - Starting Sept 15.. Judge of Elections for Silver Spring Twp, Precinct 3 Nov 2nd General Election. Call election staff in advance.. when to be there.. food to bring.. no cell phones please, etc. Coordinate election day activities... set up, work with Church Pastor at our polling site for access, manage election day staff duties, election day call Board of Elections with votor questions(came to wrong polling place, not registered to vote, did not complete an absentee ballot.. can I vote?, and at end of day oversee closing the polls and taking election results to the Cumberland County Bureau of Election offices. Most duties on election day from 6AM to 930PM; ; 1601 Ritner Highway, Suite 201, , Carlisle, PA, 17013; Not Investment-Related; 09/15/2020; 1 to 9 hours per month; 1 to 9 during trading hours / David W Kidd, CFP(R)/Ameriprise Financial Services LLC; Practice Administrator - Back office work supporting clients. RMD's, following up with home office, following through on estate administration and other non-trading projects that may arise. Also adding notes to CRM.; ; 4661 Trindle Road, Suite 400, , Camp Hill, PA, 17011; Investment-Related; 12/28/2022; 20 to 39 hours per month; 20 to 39 during trading hours / John P Grove, Financial Advisor at Ameriprise; I am paid $33/hour for 16 hours a week to be a support person in their practice. As a full licensed advisor I have offered to help in any way I can. Answering Client Calls Greeting Clients Looking up Client information as prep for appointments Preparing forms for a client meeting Updating CRM from client notes Updating MAARS from client notes Calling a client back as a support person Helping complete RMD's The Advisors provide the advice.. I help to complete tasks around that advice.; My Registered Office has 3 other advisors. I am paid $33/hour for 16 hours a week to provide support for John P Grove, Financial Advisor and Chad Zeaser, Financial Advisor. I am a fully licensed advisor and can do any task they ask. John and Chad meet with clients and I may be asked to help with follow ups. They may go over their client meeting notes and ask if I can complete a few tasks.. Add CRM notes, update MAARS, send out follow up forms to a client(ie, Beneficiary Update), get estate completion forms together, complete a money movement request. The Advisors meet with the clients and provide the advice. I help complete the follow up activities.; 4461 Trindle Road, Suite 400, , CAMP HILL, PA, 17011; Investment-Related; 01/01/2024; 60 hours per month; 60 during trading hours. Other Business Activities; Rotary District Audit Committee; We review the budget and procedures followed to handle cash flow from various activities. Looking for checks and balances to make sure all funds from charitable events are attributed to the donors correctly. We have a conference call or in person meeting once per quarter to review current events and how they impact the budged reporting. In person at the Chairs Place of Business.. Fairway Mortgage in Mechanicsburg PA.; Fairway Independent Mortgage, 1150 Lancaster Boulevard, Suite 401, Mechanicsburg, PA, 17055; Not Investment-Related; 02/27/2024; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-11-12
• S63 Uniform Securities Agent State Law Examination
  1996-01-11

Other Names

• Kenneth Lee App
• Kenneth Lee Rapp