Cheryl Lynn Lee

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.
  Austin, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Austin, TX

Other Businesses

Board of Directors; Austin Area Heritage Council; Treasurer; PO box 81807, , Austin, TX, 78759; Not Investment-Related; 01/19/2004; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Gerson Lehrman Group; provide consultative services; 301 Congress AveSte 900Austin, TX 78701, ,; ; 05/18/2016; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-06-18
• S63 Uniform Securities Agent State Law Examination
  2000-02-08

Other Names

• Cheryl Lynn Stepteau