Valerie Elizabeth Kovac

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

• 07/2014 → 06/2018
  Macy'S
  Grandville, MI
• 06/2018 → 06/2020
  Usa Financial
  Ada, MI
• 08/2020 → Present
  Ameriprise Financial Services, Llc
  Grand Rapids, MI

Other Businesses

Board of Directors; Jenison Athletic Boosters; treasurer; 8375 20th Ave, , Jenison, MI, 49428; Not Investment-Related; 09/04/2024; 10 to 19 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-23

Other Names

• Valerie E Mcmanus
• Valerie Elizabeth Mcmanus
• Valerie Elizabeth Mcmanus-Zoerhof
• Valerie Elizabeth Mc Manus-Zoerhof
• Valerie Elizabeth Zoerhof