Kimberly Ann Kanagy

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

• 09/2008 → 03/2020
  Ameriprise Financial Services, Inc.
  Aiken, SC
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Aiken, SC

Other Businesses

Real Estate Ownership; Commercial; 592 Cardinal Drive, , Aiken, SC, 29803; Not Investment-Related; 04/30/2018 / Lot/Land; Highway 3 N, , Blackville, SC, 29817; Not Investment-Related; 04/01/2024. Other Business Activities; Notary Public; I notarize documents for Ameriprise clients and non-Ameriprise clients at no charge (as long as the notarized documents do not benefit me economically).; 592 Cardinal Drive, , Aiken, SC, 29803; Not Investment-Related; 10/27/2009; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-07-22

Other Names

• Kimberly Ann Ussery