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George Thomas Zelenak

Ameriprise Financial Services, LLC

Olympia, WA

Tumwater, WA

CRD 1979749

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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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 1989-09-11
  • WA RA
    APPROVED
    Since 1989-09-11

Branch Locations

3929 Martin Way E Suite F, Olympia, WA 98506 • United States

Tumwater, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Olympia WA 09/2005 03/2020
Ameriprise Financial Services, Llc Olympia WA 03/2020 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-08-23
  • S63 Uniform Securities Agent State Law Examination
    1989-08-23

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
&PARTNERS
TRINITY CAPITAL MANAGEMENT, LLC

Nearby Investors

JODI KAY CARLTON
ALEXANDER BOYD YOUNG
LARRY DONALD LINN

Nearby Offices

MORGAN STANLEY · Olympia, WA
&PARTNERS · Olympia, WA
TRINITY CAPITAL MANAGEMENT, LLC · Olympia, WA

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