Kevin Todd Ferhadson

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Troy, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Troy, MI

Other Businesses

Real Estate Ownership; Single Family; 29138 Tawas St.Madison Heights, MI 48071, ,; Not Investment-Related; 01/15/2016. Independent Insurance Brokering; Guardian; 11/14/2011; . Business Ownership; True Team Operations, LLC; Responsible for overseeing operations, strategic vision and financials for business.; Entity to support management and operations of financial planning practice; 900 Wilshire Drive Suite 106, , Troy, MI, 48084; Investment-Related; 10/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours / LRMTB Properties, LLC; Pay and collect rents; Only for the collection and payment of rents.; 901 Wilshire Dr, Suite 350, Troy, MI, 48084; Not Investment-Related; 03/15/2018; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-10
• S63 Uniform Securities Agent State Law Examination
  1999-10-29