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Rae Irene Briney

Ameriprise Financial Services, LLC

Cedar Falls, IA

Lawler, IA

CRD 4253904

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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
TX RA APPROVED_RES 2026-01-13
IA RA APPROVED 2018-02-14
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • IA RA
    APPROVED
    Since 2018-02-14

Branch Locations

2813 Terrace Dr, Cedar Falls, IA 50613 • United States

Lawler, IA • 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
Lincoln Savings Bank Reinbeck IA 12/2013 02/2018
Lpl Financial Llc Reinbeck IA 12/2013 02/2018
Ameriprise Financial Advisors Inc. Cedar Falls IA 02/2018 03/2020
Ameriprise Financial Services, Llc Cedar Falls IA 03/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-12
  • S66 Uniform Combined State Law Examination
    2012-10-12
Other Names
  • Rae Irene Marticoff
  • Rae I Dugan
  • Rae Briney
  • Rae Irene Dugan

View on SEC IAPD

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Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · CEDAR FALLS, IA
AMERIPRISE FINANCIAL SERVICES, LLC · CEDAR FALLS, IA
PRINCIPAL SECURITIES, INC. · CEDAR FALLS, IA

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