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An Ameriprise Platinum Financial Services® Practice

 
 
Kevin D Briggs Ameriprise Financial Advisor

Kevin D Briggs

LUTCF, CRPC®

Financial Advisor

270.782.9824 | kevin.d.briggs@ampf.com

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The Team

BRIGGS, KELLY, YATES & ASSOCIATES

996 Wilkinson Trace, Ste A-3
Bowling Green, KY 42103-3408
270.782.9824

Our team takes a unique and collaborative approach to the financial planning process called Dream > Plan > Track >®. It all starts with your dreams; along with a strategic plan that covers your needs in the context of your entire financial picture. Once BRIGGS, KELLY, YATES & ASSOCIATES establishes a firm direction, we work with our clients to provide solutions and help them

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Advisors

Kevin D Briggs

Kevin D Briggs

Financial Advisor

kevin.d.briggs@ampf.com

270.782.9824

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Adam Yates

Adam Yates

Financial Advisor

with the practice of Kevin D Briggs

Adam.x.yates@ampf.com

270.782.9824

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Tim Dick

Tim Dick

Financial Advisor

with the practice of Kevin D Briggs

Timothy.K.Dick@ampf.com

270.782.9824

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Brian Gray

Brian Gray

Financial Advisor

with the practice of Kevin D Briggs

Brian.S.Gray@ampf.com

270.782.9824

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Staff

Patty Cline

Patty Cline

Client Service Coordinator

270.782.9824

patty.x.cline@ampf.com

Michael D. Elder

Michael D. Elder

Planning Assistant

270.782.9824

michael.d.elder@ampf.com

  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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