Kenrich Marte Perez

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

• 08/2022 → 05/2023
  Pension Boards - Ucc
  New York, NY
• 04/2021 → 08/2022
  Eleanor Health
  Waltham, MA
• 04/2020 → 04/2021
  Kabafusion
  Lexington, MA
• 05/2017 → 01/2019
  Hms Inc
  Malden, MA
• 01/2019 → 03/2020
  Magellan Health
  Cambridge, MA
• 10/2016 → 05/2017
  Palladion Concierge Services
  Boston, MA
• 06/2015 → 09/2016
  Maximus Inc. (Masshealth)
  Boston, MA
• 06/2023 → 05/2024
  Thrivent Investment Management Inc
  Dedham, MA
• 06/2023 → 06/2023
  Unemployed
  Jamaica Plain, MA
• 07/2023 → 02/2024
  Thrivent Financial
  Appleton, WI
• 02/2024 → 05/2024
  Thrivent Financial
  Appleton, WI
• 07/2024 → Present
  Ameriprise Financial Services, Llc
  Agawam, MA

Previous Registrations

• 2023-11-06 → 2024-05-28
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Dedham, MA
  Dedham, MA
  Vernon, CT

Other Businesses

Outside Employment; Traverse Advisory Group LLC; Financial Advisor at the firm; Manage advisory business; 200 Silver Street, Suite 215, Agawam, MA, 01001; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-04

Other Names

• Kenrich Marte-Perez
• Kenrich Marte Perez
• Kenrich Marte