Virginia Lou Brannan

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

• 08/1998 → 03/2020
  Ameriprise Financial Services, Inc.
  Edmonds, WA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Edmonds, WA

Other Businesses

Business Ownership; Cascadia Operations LLC; Running operations of the business.; LLC for the financial planning operations of our team practice; 152 3rd Ave S. #103A, , Edmonds, WA, 98020; Not Investment-Related; 11/15/2020; 20 to 39 hours per month; 1 to 9 during trading hours / Virginia L. Brannan, PC; Owner; Manage Ameriprise Business; 152 3rd Ave S #103A, , Edmonds, WA, 98020; Investment-Related; 11/13/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Cascadia Operations LLC; Member - Operations co-manager of the LLC; ; 152 3rd Ave S #103A, , Edmonds, WA, 98020; Not Investment-Related; 01/01/2021; 40 to 59 hours per month; 10 to 19 during trading hours / Virginia L. Brannan, PC; Owner; Manage advisory business; 152 3rd Ave S #103A, , Edmonds, WA, 98020; Investment-Related; 01/01/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  1999-08-14

Other Names

• Virginia Price
• Gigi L Brannan