Brian Eugene Wasson

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

• 05/2010 → 08/2021
  Compass Bank
  Birmingham, AL
• 05/2013 → 08/2021
  Bbva Securities Inc.
  Azle, TX
• 06/2010 → 08/2021
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 03/2017 → 08/2021
  Bbva Wealth Solutions Inc.
  Azle, TX
• 08/2021 → 08/2022
  Pnc Investments
  Fort Worth, TX
• 08/2022 → Present
  Ameriprise Financial Services, Llc
  Keller, TX

Previous Registrations

• 2021-08-19 → 2022-08-22
  Pnc Wealth Management Llc
  Azle, TX
  Fort Worth, TX
  Hurst, TX
  Weatherford, TX
  Saginaw, TX
• 2017-03-28 → 2021-08-17
  Pnc Managed Account Solutions, Inc.
  Fort Worth, TX
  Azle, TX

Other Businesses

Outside Employment; Randolph Brooks FCU; Financial Advisor; Dual employee of Randolph Brooks Federal Credit Union and Ameriprise Financial.; 100 Keller Parkway, , Keller, TX, 76248; Investment-Related; 08/18/2022; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-12
• S63 Uniform Securities Agent State Law Examination
  2003-12-19

Other Names

• Brian E Wasson
• Brian Wasson