Ameriprise Advisor Services
Industry: Company
DescriptionHeadquarters: Detroit, MI Founded: 1971 Parent organization: Ameriprise Financial Subsidiary: Ameriprise Insurance Agency of Massachusetts Inc
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Ameriprise Advisor Services Employees
Employee
Years
Job
Industry
Bob Toohey Bob Toohey's Ameriprise Advisor Services Experience 2001 - 2004
Job Sales Supervision Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2010 - Present
Ameriprise Financial January 2004 - November 2009
Ameriprise Advisor Services 2001 - 2004
H&R Block Financial Advisors, Inc. 1998 - 2004
Olde Discount Corporation 1983 - June 1998
Skills
Risk Management, Compliance, Equities, Investments, Series 7, Mutual Funds, Asset Allocation, Securities, Financial Planning, Bonds, Wealth Management, FINRA, Asset Management, Series 24, Options, Portfolio Management, Series 63, IRA's, Series 66, Estate Planning, Alternative Investments, Insurance, Retirement Planning, Fixed Income, Financial Analysis, Investment Advisory, Retirement, Process Improvement, Financial Markets, Customer Relations, Strategic Financial..., Financial Services, Finance
Education
Michigan State University 1979 — 1983
BA, James Madison College
University of Detroit Jesuit High School 1974 — 1978
College Prep
GESU
Ameriprise Financial May 2010 - Present
Ameriprise Financial January 2004 - November 2009
Ameriprise Advisor Services 2001 - 2004
H&R Block Financial Advisors, Inc. 1998 - 2004
Olde Discount Corporation 1983 - June 1998
Skills
Risk Management, Compliance, Equities, Investments, Series 7, Mutual Funds, Asset Allocation, Securities, Financial Planning, Bonds, Wealth Management, FINRA, Asset Management, Series 24, Options, Portfolio Management, Series 63, IRA's, Series 66, Estate Planning, Alternative Investments, Insurance, Retirement Planning, Fixed Income, Financial Analysis, Investment Advisory, Retirement, Process Improvement, Financial Markets, Customer Relations, Strategic Financial..., Financial Services, Finance
Education
Michigan State University 1979 — 1983
BA, James Madison College
University of Detroit Jesuit High School 1974 — 1978
College Prep
GESU
Stuart R. Gardner, Jr., CFP Stuart R. Gardner, Jr., CFP's Ameriprise Advisor Services Experience January 2004 - March 2009
Job Certified Financial Planner
Industry Financial Services
Experience
Charlotte Wealth Management February 2009 - Present
Ameriprise Advisor Services January 2004 - March 2009
Wachovia Securities August 2001 - January 2004
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Series 7, Series 63, Asset Allocation, Retirement, Asset Management, Financial Advisory, Financial Services, 401k, Alternative Investments, Securities, Investment Advisory, Insurance Planning, Insurance, Investment Strategies, Fixed Annuities, Series 9, Series 10, Certified Financial...
Education
College for Financial Planning, Denver CO 2003 — 2011
CFP, CHPC, AAMS, Financial Planning, Retirement Planning, Asset Management
State University of New York College at Fredonia 1977 — 1979
Bachelor of Business Administration (B.B.A.), Minor Psychology
Charlotte Wealth Management February 2009 - Present
Ameriprise Advisor Services January 2004 - March 2009
Wachovia Securities August 2001 - January 2004
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Series 7, Series 63, Asset Allocation, Retirement, Asset Management, Financial Advisory, Financial Services, 401k, Alternative Investments, Securities, Investment Advisory, Insurance Planning, Insurance, Investment Strategies, Fixed Annuities, Series 9, Series 10, Certified Financial...
Education
College for Financial Planning, Denver CO 2003 — 2011
CFP, CHPC, AAMS, Financial Planning, Retirement Planning, Asset Management
State University of New York College at Fredonia 1977 — 1979
Bachelor of Business Administration (B.B.A.), Minor Psychology
Patricia Catchpole Patricia Catchpole's Ameriprise Advisor Services Experience November 2008 - July 2009
Job Registered Representative Securities offered through HD Vest Investment Securities SM
Industry Financial Services
Experience
Self-employed July 2009 - Present
H&R Block January 1984 - Present
Ameriprise Advisor Services November 2008 - July 2009
H&R Block Financial Advisors September 2001 - November 2008
Education
The College of New Rochelle
Bachelor's Degree
Self-employed July 2009 - Present
H&R Block January 1984 - Present
Ameriprise Advisor Services November 2008 - July 2009
H&R Block Financial Advisors September 2001 - November 2008
Education
The College of New Rochelle
Bachelor's Degree
Franz Warren Franz Warren's Ameriprise Advisor Services Experience February 1994 - March 2009
Job Executive Director Market Director
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. September 2009 - Present
H&R Block Financial Advisors February 1994 - March 2009
Ameriprise Advisor Services February 1994 - March 2009
Education
Rutgers, The State University of New Jersey-New Brunswick
JP Morgan Chase Bank N.A. September 2009 - Present
H&R Block Financial Advisors February 1994 - March 2009
Ameriprise Advisor Services February 1994 - March 2009
Education
Rutgers, The State University of New Jersey-New Brunswick
Brian Kolomyski Brian Kolomyski's Ameriprise Advisor Services Experience October 1998 - Present
Job Senior Fixed Income Trader / Structure Products at Ameriprise Advisor Services
Industry Financial Services
Experience
Ameriprise Advisor Services October 1998 - Present
Education
Oakland University
Ameriprise Advisor Services October 1998 - Present
Education
Oakland University
David M Clever's Ameriprise Advisor Services Experience November 2007 - November 2008
Job Financial Advisor, Associate Vice President Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2008 - Present
Ameriprise Advisor Services November 2007 - November 2008
H&R Block Financial Advisors June 2005 - November 2007
H&R Block Financial Advisors January 2000 - June 2005
Olde Discount 1993 - 2000
Skills
Accounting, Financial Reporting, Estate Planning, Series 7, Finance, Asset Allocation, Strategic Financial..., Securities, Fixed Annuities, Investments, Bonds, Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Series 63, Sales, Alternative Investments, Uniform Combined State..., IRAs, Series 65, Portfolio Management, Equities, Fixed Income, Retirement, Asset Management, Series 24, FINRA, Financial Advisory
Education
Michigan State University 1980 — 1986
bachelor, Finance
Ameriprise Financial Services, Inc. November 2008 - Present
Ameriprise Advisor Services November 2007 - November 2008
H&R Block Financial Advisors June 2005 - November 2007
H&R Block Financial Advisors January 2000 - June 2005
Olde Discount 1993 - 2000
Skills
Accounting, Financial Reporting, Estate Planning, Series 7, Finance, Asset Allocation, Strategic Financial..., Securities, Fixed Annuities, Investments, Bonds, Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Series 63, Sales, Alternative Investments, Uniform Combined State..., IRAs, Series 65, Portfolio Management, Equities, Fixed Income, Retirement, Asset Management, Series 24, FINRA, Financial Advisory
Education
Michigan State University 1980 — 1986
bachelor, Finance
William Luechtefeld's Ameriprise Advisor Services Experience 2008 - 2009
Job Business Analyst at Waddell and Reed
Industry Financial Services
Experience
Waddell & Reed 2010 - Present
Ameriprise Advisor Services 2008 - 2009
H&R Block Financial Advisors 2007 - 2009
H&R Block Financial Advisors 2004 - 2007
H&R Block Financial Advisors 2003 - 2004
American Century Services 1993 - 2002
American Century Investments 1992 - 2002
Education
The University of Kansas 1985 — 1990
Personnel Administration
Waddell & Reed 2010 - Present
Ameriprise Advisor Services 2008 - 2009
H&R Block Financial Advisors 2007 - 2009
H&R Block Financial Advisors 2004 - 2007
H&R Block Financial Advisors 2003 - 2004
American Century Services 1993 - 2002
American Century Investments 1992 - 2002
Education
The University of Kansas 1985 — 1990
Personnel Administration
Lou Deregi's Ameriprise Advisor Services Experience December 2006 - January 2010
Job Corporate Registered Principal Centralized Supervision Unit / Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2010 - Present
Ameriprise Advisor Services December 2006 - January 2010
Ameriprise Advisor Services January 2000 - December 2008
H&R Block Financial Advisors 1997 - 2008
Olde Financial 1996 - 2000
Skills
Series 24, Series 7, Series 65, FINRA, Series 63, Securities, Mutual Funds, Investment Advisory, Bonds, Wealth Management
Education
University of Detroit Mercy School of Law
General Civil Mediator Training, Wayne Mediation Center
University of Michigan
Bachelor of Arts, Economics & Sociology
Ameriprise Financial Services, Inc. January 2010 - Present
Ameriprise Advisor Services December 2006 - January 2010
Ameriprise Advisor Services January 2000 - December 2008
H&R Block Financial Advisors 1997 - 2008
Olde Financial 1996 - 2000
Skills
Series 24, Series 7, Series 65, FINRA, Series 63, Securities, Mutual Funds, Investment Advisory, Bonds, Wealth Management
Education
University of Detroit Mercy School of Law
General Civil Mediator Training, Wayne Mediation Center
University of Michigan
Bachelor of Arts, Economics & Sociology
Patti Dafoe's Ameriprise Advisor Services Experience September 2008 - October 2009
Job Financial Services Professional
Industry Financial Services
Experience
Probate Support Specialists LLC 2009 - 2012
Ameriprise Advisor Services September 2008 - October 2009
Education
Macomb Community College
Probate Support Specialists LLC 2009 - 2012
Ameriprise Advisor Services September 2008 - October 2009
Education
Macomb Community College
Deborah M. Kilcline's Ameriprise Advisor Services Experience May 1998 - June 2006
Job Operations Specialist III
Industry Financial Services
Experience
Raymond James MUTUAL FUNDS OPERATIONS ANALYST IIIAMERIPRISE ADVISOR SERVICESJune 2006 - October 2009
AMERIPRISE ADVISOR SERVICES May 1998 - June 2006
Skills
Mutual Funds, Securities, Wealth Management, Financial Analysis, Portfolio Management, Customer Service, Strategic Financial..., Retirement Planning, Microsoft Office, Investments, Asset Managment, Investment Advisory, Stocks, Bonds, Alternative Investments, Equities, Banking, Retirement, Asset Allocation, Asset Management, Financial Planners, Financial Planning
Education
Macomb Community College
Raymond James MUTUAL FUNDS OPERATIONS ANALYST IIIAMERIPRISE ADVISOR SERVICESJune 2006 - October 2009
AMERIPRISE ADVISOR SERVICES May 1998 - June 2006
Skills
Mutual Funds, Securities, Wealth Management, Financial Analysis, Portfolio Management, Customer Service, Strategic Financial..., Retirement Planning, Microsoft Office, Investments, Asset Managment, Investment Advisory, Stocks, Bonds, Alternative Investments, Equities, Banking, Retirement, Asset Allocation, Asset Management, Financial Planners, Financial Planning
Education
Macomb Community College
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