Kael Adam

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

• 01/2024 → Present
  Ameriprise Financial Services, Llc
  Iowa City, IA
• 05/2023 → 08/2023
  Ameriprise Financial Services, Llc
  Davenport, IA
• 02/2024 → 05/2024
  Hogan-Hansen, Cpas And Consultants
  Ames, IA
• 05/2021 → 08/2022
  Mose Levy
  Washington, IA
• 01/2019 → 05/2021
  Washington State Bank
  Washington, IA
• 03/2020 → 05/2021
  Cml Construction
  Washington, IA
• 06/2014 → 08/2021
  Washington Community School District
  Washington, IA
• 08/2021 → 05/2024
  Iowa State University
  Ames, IA

Other Businesses

Outside Employment; Flagship Partners Inc.; Financial Advisor with a team practice associated with Ameriprise Financial Services.; Manage advisory business; 11819 Miracle Hills Dr, Suite 101, Omaha, NE, 68154; Investment-Related; 08/07/2024; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-19

Other Names

• Kael Adam
• Kael Gabriel Adam