Kyle Volkers
Advisor at Ameriprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ameriprise
Location
Terre Haute, IN 47802
Credentials
Series 63, Series 66
Industry experience
29 years
About
Kyle Volkers is a financial advisor with Ameriprise in Farmersburg, Indiana, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Ameriprise since 2018 and previously spent over two decades at Investment Planners, Inc. Outside of his advisory role, Kyle is a full guardian for his adult special needs daughter and manages a personal care arrangement that allows her to remain at home. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written, non-discretionary recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, with a centralized consulting team collaborating with advisors to deliver tailored retirement income plans.
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
Fee options
$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%
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
2335 E Margaret Dr
Terre Haute, IN 47802
Most active in
Kyle V has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas
Work history
Ameriprise
2020 - Present (6 years)
Ameriprise Financial Services Inc
2018 - 2020 (2 years)
Victory Grandslam, LLC
1998 - Present (28 years)
Investment Planners, Inc.
1996 - 2018 (22 years)
Investment Planners Inc
1996 - 2018 (22 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Donald E
CFA®
Terre Hute, IN
Wabash Capital, Inc.
John C
Series 63, Series 65, Series 66
Terre Haute, IN
Spyglass Investment Management
Jon B
Series 65
Terre Haute, IN
Spyglass Investment Management
Brock O
Series 65
Terre Haute, IN
Spyglass Investment Management
Michael H
Series 63, Series 66
Terre Haute, IN
&PARTNERS
Thomas K
Series 63, Series 65
Terre Haute, IN
&PARTNERS
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