Personal financial advisor Kory Kleppe has received high marks from his clients in the Ameriprise Financial advisor client satisfaction survey.
Kleppe ranked in the top 47 percent of 2,608 participating advisors who scored at least 92 (of a possible 100) based on two key ratings: Clients’ overall satisfaction with the advisor and the amount of proactive contact the client receives from the advisor.
Conducted by an independent research organization, the survey gives clients an opportunity to rate their advisor overall in nine areas ranging from financial knowledge, ability to listen and to provide customized advice to suit client’s needs.
As a financial advisor, Kleppe provides customized financial advice that is anchored in a solid understanding of client needs and expectations, and provided in a one-on-one relationship with the client. Kleppe is a personal advisor with the Farmington office of Ameriprise Financial located at 562 Maple Valley Drive.