Kristy Lynn Reed

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Madison, WI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Madison, WI

Other Businesses

Real Estate Ownership; Commercial; 1110 fourier drivemadison, wi 53717, ,; Investment-Related; 02/10/2014 / Single Family; 81055 Legends Way, , La Quinta, CA, 92253; Not Investment-Related; 06/01/2023. Business Ownership; Reedsco Inc; ; Auto warranty insurance; 5615 Tonyawatha Trail Monona, WI 53716, ,; ; 06/01/2010; 0 hours per month; / Madison Advisors LLC; ; commerical real estate; 1110 Fourier DriveMadison, WI 53717, ,; Investment-Related; 02/10/2014; 1 to 9 hours per month; 1 to 9 during trading hours / SEW Operations LLC; ; Pass through entity for business expenses; 1110 Fourier Drive Ste 110Madison, WI 53717, ,; Not Investment-Related; 01/01/2018; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-03-11

Other Names

• Kristy L Gargulak
• Kristy Lynn Gargulak