Kevin J Wilkison
Investment Adviser Representative at Ameriprise Financial Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kevin J. Wilkison is an investment adviser representative with Ameriprise Financial Services, LLC in Scottsdale, AZ, where they have been registered since 2024. They have worked in the securities industry since 2000 and have been registered with 6 firms, including Osaic Wealth, Inc. and AXA Advisors, LLC. They have passed 9 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 45
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
28 states and territories
Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Iowa, Kansas, Louisiana, Massachusetts, Minnesota, Montana, Nebraska, Nevada, New Hampshire, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ameriprise Financial Services, Inc.Jan 2013 – Oct 2018Scottsdale, AZ
- AXA EquitableOct 2018 – Dec 2019Scottsdale, AZ
- AXA Advisors, LLCNov 2018 – Dec 2019New York, NY
- UnemployedDec 2019 – Mar 2020Phoenix, AZ
- Chewy Inc.Apr 2020 – Mar 2021Goodyear, AZ
- Cardinal ConsultingApr 2021 – Sep 2021Phoenix, AZ
- Royal Alliance Associates, Inc.Sep 2021 – Jun 2023Tempe, AZ
- Ameriprise Financial Services, LLCNov 2024 – no end date reportedScottsdale, AZ
- City of Tempe/AngelsJul 2023 – Jul 2023Tempe, AZ
- Cardinal Management AZ LLCJul 2023 – Nov 2024Phoenix, AZ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ameriprise Financial Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12,969
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Minneapolis, MN
- SEC file number:
- 801-28543
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at Ameriprise Financial Services, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kevin J Wilkison has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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