Best Investors Account Sign in

Kaylee Wilhite

Ameriprise Financial Services, LLC

Mount Pleasant, SC

Johns Island, SC

Powell, OH

CRD 6747226

Claim This Profile
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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-12-03
UT RA APPROVED 2023-10-18
  • SC RA
    APPROVED
    Since 2025-12-03
  • UT RA
    APPROVED
    Since 2023-10-18

Branch Locations

Mount Pleasant, SC • United States

Johns Island, SC • United States

90 Hidden Ravines Dr, Powell, OH 43065 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc. Minneapolis MN 05/2020 04/2021
Comprehensive Wealth Partners Worthington OH 01/2016 01/2018
Midlands Market Research Columbia SC 05/2019 05/2020
High School Powell OH 08/2013 05/2017
Augusta National Golf Club Augusta GA 04/2019 04/2019
University Of South Carolina Columbia SC 08/2017 05/2021
Unemployed Minneapolis MN 04/2021 07/2021
Ameriprise Financial Services, Llc Minneapolis MN 07/2021 Present
  • 05/2020 → 04/2021
    Ameriprise Financial Services, Llc.
    Minneapolis, MN
  • 01/2016 → 01/2018
    Comprehensive Wealth Partners
    Worthington, OH
  • 05/2019 → 05/2020
    Midlands Market Research
    Columbia, SC
  • 08/2013 → 05/2017
    High School
    Powell, OH
  • 04/2019 → 04/2019
    Augusta National Golf Club
    Augusta, GA
  • 08/2017 → 05/2021
    University Of South Carolina
    Columbia, SC
  • 04/2021 → 07/2021
    Unemployed
    Minneapolis, MN
  • 07/2021 → Present
    Ameriprise Financial Services, Llc
    Minneapolis, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-16
  • S66 Uniform Combined State Law Examination
    2023-10-16
Other Names
  • Kaylee Wilhite
  • Kaylee Renee Carbetta
  • Kaylee Renee Wilhite

View on SEC IAPD

More in Mount Pleasant, SC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor