Anthony Todd Whitbeck

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Southfield, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Pleasant Ridge, MI

Other Businesses

Business Ownership; Bedrock Acquisitions, LLC; None; Used for practice acquisitions.; 5540 Corporate Drive, Suite 205, Troy, MI, 48098; Investment-Related; 01/15/2018; 1 to 9 hours per month; 1 to 9 during trading hours / Ceres Land Development, LLC; Owner; Real Estate; 7220 W Chicago, , Detroit, MI, 48204; Not Investment-Related; 10/05/2020; 1 to 9 hours per month; 0 during trading hours / Advisor Legacy; Coaching and business development.; Consulting; 5440 Corporate Drive, , Troy, MI, 48098; Not Investment-Related; 01/01/2009; 40 to 59 hours per month; 40 to 59 during trading hours / Whitbeck Properties, LLC; Owner. Manage office space.; Real Estate Leasing; 18666 Fairway Drive, , Detroit, MI, 48221; Not Investment-Related; 07/01/2005; 0 hours per month; 0 during trading hours. Outside Employment; Full Circle Compliance Consulting, LLC; Independent Contractor; Compliance Supervision; 390 Amelia Circle, , South Lyon, MI, 48178; Investment-Related; 08/11/2025; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-07-26

Designations

• Certified Financial Planner

Other Names

• Tony Whitbeck