William Patrick Marshall

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.
  Langhorne, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Langhorne, PA

Other Businesses

Real Estate Ownership; Single Family; 2463 SE Richmond Street, Port St. Lucie FL, 34952, ,; Not Investment-Related; 04/19/2019 / Single Family; 2461 SE Sapelo Ave, Port St. Lucie, Fl 34952, ,; Not Investment-Related; 04/19/2019. Business Ownership; Cayuga Housing, LLC NJ; N/A; Real estate management for Sober Living tenants; 46 S. Maple Ave, , Marlton, NJ, 08053; Not Investment-Related; 10/07/2021; 0 hours per month; 0 during trading hours / WPM Management company; To pay business expenses such as payroll; Flow through entity to pay expenses; 2300 east lincoln hwy suite #140, , lanhorne, PA, 19047; Not Investment-Related; 11/22/2019; 10 to 19 hours per month; 1 to 9 during trading hours / Tribe Intensive, LLC (Delaware; I am providing part of the Equity funding; Intensive outpatient Treatment Facility; 614 N. DuPont Highway Suite 210, , Dover, DE, 19901; Not Investment-Related; 10/07/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Cayuga Housing, LLC ( Delaware; This is a holding company that will own Cayuga Housing, LLC NJ; Real Estate management; 614 N. DuPont Highway Suite 210, , Dover, DE, 19901; Not Investment-Related; 10/07/2021; 0 hours per month; 0 during trading hours / SL Housing LLC; Eventually manage one rental property; SL Housing will eventually own a rental property. It will receive rent payments and pay all expenses.; 151 Tresana Blvd Unit #93, , Jupiter, FL, 33478; Not Investment-Related; 10/01/2021; 1 to 9 hours per month; 0 during trading hours / Tribe Intensive LLC; I will be a capital investor and also have a 30% ownership within this organization along with the same equity ownership and President of Tribe Intensive NJ. The address of our Florida location is 1475 NE Jensen Beach BLVD Jensen Beach, Florida 34957. The address in Nj is currently 3 Tory lane, Marlton NJ 08053.; Drug and Alcohol treatment center; 1475 Jensen Beach BLVD, , Jensen Beach, FL, 34957; Not Investment-Related; 04/01/2019; 10 to 19 hours per month; 1 to 9 during trading hours. Outside Employment; WPM Management; President - Oversee bill payments; ; 2300 East Lincoln highway Suite #140, , Langhorne, PA, 19047; Not Investment-Related; 01/04/2021; 10 to 19 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-03-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• William P Marshall