Equitable Advisors
40yrs
Top advisor by experience in De Pere
14yrs
Kelly Eisch
Financial advisor at Ameriprise Financial Services
Kelly Eisch is a fiduciary financial advisor in De Pere, Wisconsin, with 14 years in the industry. After four years at Morgan Stanley, Kelly joined Ameriprise Financial Services in 2017, a firm offering financial planning, investment management, and retirement plan consulting. Ameriprise Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 70 advisors with offices in De Pere, and one of 58 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 51% of advisors in De Pere
Office444 Reid St Suite 200, De Pere, WI 54115
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowAmeriprise Financial Services, LLCCurrent firm
- 2013 – 2017Morgan StanleyPreviously
Contact Kelly
Local office(920) 632-7005Ask for Kelly. (612) 671-3131Main office · Minneapolis, MN 444 Reid St Suite 200De Pere, WI 54115Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Kelly
Tailored to Kelly’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kelly
How do I contact Kelly?
Call Kelly’s local office at (920) 632-7005 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Kelly Eisch.
How long has Kelly been a financial advisor?
Kelly has been in the industry since 2013, about 14 years. More experience than 51% of advisors in De Pere.
What licenses does Kelly hold?
Series 66. Tap any license on this page to see what it allows.
Is Kelly a fiduciary?
Kelly is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kelly paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Kelly for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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