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Kristen Tharp

Advisor at Ameriprise — Pleasant Plains, AR

Updated today

Credentials

Series 63, Series 66

Experience

17 years

Location

Pleasant Plains, AR

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,073 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Kristen Tharp is a financial advisor with Ameriprise in Pleasant Plains, Arkansas, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at First Allied Securities, INC. for 15 years and briefly at Cetera before joining Ameriprise in 2021. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary recommendations primarily for clients approaching or in retirement.

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

Pleasant Plains, AR

Pleasant Plains AR

Advisors at this office

1

Most active in

Arkansas

Work history

17 years of industry experience

Ameriprise

2021 - Present • 5 years

Batesville, AR

Cetera

2021 - 2021 • 1 year

Schaumburg, IL

First Allied Securities, INC.

2006 - 2021 • 15 years

San Diego, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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