Kevin W Kirchheimer

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

• 08/2008 → 03/2020
  Ameriprise Financial Services, Inc.
  Vestal, NY
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Vestal, NY

Other Businesses

Business Ownership; Strategic Concepts Group, LLC; ; Legal entity established to manage the Ameriprise practice of Jon L. Myers and Associates; 1550 Vestal Parkway EastSuite BVestal, NY 13850, ,; Not Investment-Related; 01/01/2016; 0 hours per month; 0 during trading hours. Outside Employment; Strategic Concepts Group, LLC; Financial Advisor - Managing Ameriprise Financial clients; ; 1550 Vestal Parkway East, Suite B, , Vestal, NY, 13850; Investment-Related; 01/01/2016; 60 hours per month; 60 during trading hours. Other Business Activities; I'm writing a book; I am authoring a book that is financial in nature that will be given to clients & prospects, as well as being for sale to the general public.; 27 Larchmont Rd, , Binghamton, NY, 13903; Not Investment-Related; 11/04/2024; 0 hours per month; 0 during trading hours / Book Author- "Financial Advisors Also Retire"; I'm writing a book. The intended audience is financial advisors. The subject matter is business considerations for advisors while planning their own retirements. Per my RP, Ray Halpin, updating this note to include the title of the book: "Financial Advisors Also Retire"; 27 Larchmont Rd, , Binghamton, NY, 13903-1352; Not Investment-Related; 12/31/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2009-07-30