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Beth A Monahan

Ameriprise Financial Services, LLC

Hollidaysburg, PA

Altoona, PA

CRD 2005010

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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
PA RA APPROVED 2019-03-29
TX RA APPROVED 2019-03-29
  • PA RA
    APPROVED
    Since 2019-03-29
  • TX RA
    APPROVED
    Since 2019-03-29

Branch Locations

601 Hawthorne Dr Suite 201, Hollidaysburg, PA 16648 • United States

Altoona, PA • 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
Wells Fargo Advisors Llc Hollidaysburg PA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Hollidaysburg PA 11/2016 03/2019
Ameriprise Financial Services Inc Altoona PA 03/2019 03/2020
Ameriprise Financial Services, Llc Hollidaysburg PA 03/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-03-18
S63 Uniform Securities Agent State Law Examination 1993-12-17
  • S65 Uniform Investment Adviser Law Examination
    1994-03-18
  • S63 Uniform Securities Agent State Law Examination
    1993-12-17
Other Names
  • Beth Anne Monahan
  • Beth A Cherry

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP. · Hollidaysburg, PA
EDWARD JONES · HOLLIDAYSBURG, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Hollidaysburg, PA

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