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Kirk K. Baeth

Advisor at Ameriprise — Harvey, ND

Updated today

Credentials

Series 66

Experience

26 years

Location

Harvey, ND 58341-1524

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,085 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Kirk Baeth is a Series 66-licensed financial advisor at Ameriprise with 26 years of industry experience. He previously worked at LPL Financial for eight years and Investment Centers of America, Inc. for 17 years. Outside of his advisory work, Baeth serves on the Board of Directors for the Lake Region Baseball Boosters and is a general member of the Lake Region State College Athletic Boosters. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning based on tax-aware withdrawal strategies and dependable income sources.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Harvey, ND

920 Lincoln Ave

Harvey ND 58341-1524

Advisors at this office

1

Most active in

North Dakota

Work history

26 years of industry experience

Ameriprise

2025 - Present • 1 year

Devils Lake, ND

LPL Financial

2017 - 2025 • 8 years

Devils Lake, ND

Investment Centers of America, Inc.

2000 - 2017 • 17 years

Devils Lake, ND

Disclosures

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Business activities & affiliations

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