Andrew Duane Paulson

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

• 01/2007 → 03/2020
  Ameriprise Financial Services, Inc.
  Washington, DC
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Washington, DC

Other Businesses

Business Ownership; Sunderland Partners L.L.C.; Chief Operating Officer; This entity was established to manage the succession plan and operational costs of our practice; 1220 19th St NW, Suite 205, , Washington, DC, 20036; Investment-Related; 03/03/2023; 20 to 39 hours per month; 20 to 39 during trading hours / Circle in a Square Advisors, LLC; Co-owner; Established for purposes of a shared operational infrastructure, expense management, and continuity planning among team members; 1220 19th St NW, Suite 205, Washington, DC, 20036; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours / Width Strategies LLC; Owner; To operate as a holding company for expense management purposes.; 1220 19th St NW, Suite 205, Washington, DC, 20036; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours. Board of Directors; Capitol Hill Little League; Board member; 1353 Constitution Ave NE, , Washington, DC, 20002; Not Investment-Related; 09/24/2025; 10 to 19 hours per month; 1 to 9 during trading hours / Capital City Symphony Board; Advisor; 1333 H St NE, , Washington, DC, 20002; Not Investment-Related; 09/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Sunderland Partners, LLC; Co-Owner - COO; ; 1220 19th St. NW, Suite 205, , Washington, DC, 20036; Investment-Related; 03/03/2023; 20 to 39 hours per month; 20 to 39 during trading hours / Width Strategies LLC; Owner; To operate as a holding company for expense management purposes.; 1220 19th St NW, Suite 205, Washington, DC, 20036; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours / Circle in a Square Advisors, LLC; Co-owner; Manage advisory business; 1220 19th St NW, Suite 205, Washington, DC, 20036; Not Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-07-15
• S63 Uniform Securities Agent State Law Examination
  2003-03-13