Top Wealth + Best-in-State · rank 1 · Palm Coast, Florida · listed firm: Ameriprise Financial Services
Identity & firm
- Firm — Ameriprise Financial Services, LLC (high)
- “AMERIPRISE FINANCIAL SERVICES, LLC 10 Florida Park Drive N Ste D PALM COAST, FL 32137 CRD# 6363 Registered with this firm since: 06/10/2003” — sec_finra_regulatory
- Parent company — Ameriprise Financial, Inc. (high)
- “AMERIPRISE FINANCIAL SERVICES, LLC
Main Office Address: 901 3RD AVENUE SOUTH MINNEAPOLIS, MN 55402 Firm CRD#: 6363” — sec_finra_regulatory
- Firm type — ibd_rep (high)
- “IA AMERIPRISE FINANCIAL SERVICES, LLC 24 NW 33RD COURT SUITE B GAINESVILLE, FL 32607 CRD# 6363 Registered with this firm since: 11/16/2005” — sec_finra_regulatory
- Team name — Gratium Wealth Planning (high)
- “Kris Kasturi - CRPC™, APMA® | Co-Founder” — firm_official
- Team size — 57 (medium)
- “Kris Kasturi - CRPC™, APMA® | Co-Founder” — firm_official
- CRD — 4331996 (high)
- “BrokerCheck Report
SAROJ KRISHNA KASTURI CRD# 4331996” — sec_finra_regulatory
- Years experience — 26 (high)
- “26 Years of Experience” — firm_official
- Designations — other:CRPC, other:APMA (high)
- “Kris Kasturi - CRPC™, APMA® | Co-Founder” — firm_official
Book of business
- Team AUM ($M) — 3700 (high)
- “"Team Assets (Custodied)":"$3.7B"” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “"Minimum account size for new business":"$250K"” — forbes_shook
- Typical client net worth ($M) — 1.85 (medium)
- “"Typical Net Worth of Relationships":"$700K-3M"” — forbes_shook
- Client niche — generalist (medium)
- “Investment Management, Retirement Planning, Tax Planning, Estate Planning, Wealth Preservation, Executive Compensation, Small Business Planning” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “IA AMERIPRISE FINANCIAL SERVICES, LLC 24 NW 33RD COURT SUITE B GAINESVILLE, FL 32607 CRD# 6363 Registered with this firm since: 11/16/2005” — sec_finra_regulatory
Positioning & marketing
- Website url — https://www.ameripriseadvisors.com/team/gratium-wealth-planning/financial-advice-team/saroj.k.kasturi/ (high)
- “Kris Kasturi CRPC, APMA in Palm Coast, FL” — firm_official
- Value proposition (verbatim) — Your financial priorities are personal, and your plan should be too. We'll partner together to clearly define what you're working toward, follow your progress and make thoughtful adjustments as life changes — because it always does. (high)
- “Your financial priorities are personal, and your plan should be too. We'll partner together to clearly define what you're working toward, follow your progress and make thoughtful adjustments as life changes — because it ” — firm_official
- Differentiators — Achieve so much more, Financial advice for a lifetime, Personalized investments and solutions, Meaningful connections, Secure digital access (medium)
- “Every day we deliver future-focused financial solutions that transform lives.” — firm_official
- Content marketing — active (high)
- “2026 midyear economic outlook: Growth prevails amid uncertainty” — firm_official
- Has podcast — no (medium)
- “Dr. Jon Randall sits down with Barron's Top 100 advisor Kris Kasturi to reveal how his firm acquired over $1B in AUM.” — general_press
- Books published — 0 (low)
- “Kris Kasturi - CRPC™, APMA® | Co-Founder” — firm_official
- Linkedin url — https://www.linkedin.com/in/kris-kasturi (high)
- “Kris Kasturi - Private Wealth Advisor, CRPC™ at Ameriprise Financial Services, LLC | LinkedIn” — firm_official
- Social presence — linkedin_active, instagram (medium)
- “Gratium Wealth Planning | Join us in celebrating Kris Kasturi, ...” — social_or_third_party_db
- Press awards — Barron's Top 1,200 Financial Advisors, 2023-2025, Barron's Top 100 Independent Financial Advisors, 2024-2025, Ameriprise Circle of Success, 2023, Ameriprise Client Experience Award (Gratium Wealth Planning), 2020-2023 (high)
- “Barron's Top 100 Independent Financial Advisors, 2024-2025” — firm_official
Visual brand
- Has distinct logo — yes (high)
- Logo url — https://cobranding.ameriprise.com/binaries/content/gallery/cobranding/afg/g/gratium-wealth-partners/300x100_fullcolor_practice_gratiumwealthplanning.svg (high)
- Visual brand notes — Blue and midnight palette with geometric fade hero pattern; full-color Gratium wordmark co-branded under the Ameriprise corporate template — clean corporate sans, minimal bespoke imagery. (medium)
- “Every day we deliver future-focused financial solutions that transform lives.” — firm_official
