Sam Luke Thornal

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

Other Businesses

Real Estate Ownership Commercial Properties - 1890 Stonebridge Dr, Ste 320, McKinney, TX 75070; Not Investment Related; Acquired 12/22/2020 - 8751 Collin McKinney Pkwy, Ste 301-303, McKinney, TX 75070; Not Investment Related; Acquired 09/29/2017 - 2511 Merrell Rd, Dallas, TX 75229; Not Investment Related; Acquired 12/28/2017 Business Ownership & Roles Windfall Profit, LLCOwner; oversee all staffing and business operations for Encircle Wealth Advisors. LLC is used for overhead, payroll, and billing for advisor staffing/consulting services. 8751 Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Investment Related; 07/15/2011; 10-19 hrs/month. Windfall Profit - Series Stonebridge Manage building acquisition and rental income; holds a business condo.8751 Collin McKinney Pkwy, McKinney, TX 75070; Not Investment Related; 01/31/2020; 1-9 hrs/month. My Tech Pix; Silent partner in software development business; 8751 Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Not Investment Related; 08/01/2022; 1-9 hrs/month. Windfall Profit - Series Giving;Owner; collect partnership distributions. Holds interest in Thoroughbred Venture #6 (oil & gas passive partnership).; 8751 Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Investment Related; 08/24/2017; 0 hrs/month. Windfall Profit - Series Southern Hills 2 Collect rental income from three business condos. 8751 Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Investment Related; 09/14/2017; 1-9 hrs/month. Boss Systems LLC - Series Realty Collect rent; entity owns 2511 Merrell Rd (leased to Hood Boss). 8751 Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Not Investment Related; 12/28/2017; 1-9 hrs/month. Boss Fire Protection LLC CEO setting company direction (not daily ops). Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Not Investment Related; 12/12/2019; 1-9 hrs/month. Windfall Profit - Series Apartments Collect investment checks; participates in private placements. 8751 Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Investment Related; 05/25/2022; 0 hrs/month. Boss Systems, LLC Provide strategic direction for holding company (kitchen exhaust cleaning, pest services). 8751 Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Not Investment Related; 12/03/2013; 0 hrs/month. Hood Boss LLC CEO; oversee company direction, no salary; kitchen exhaust cleaning. 2511 Merrell Rd, Dallas, TX 75229; Not Investment Related; 12/03/2013; 10-19 hrs/month. Windfall Profit - Series Scoop Stack 5 Owner; receive oil investment proceeds. Holds interest in Thoroughbred Scoop Stack #5 (oil & gas passive partnership). 8751 Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Investment Related; 04/17/2017; 0 hrs/month. GreenFlow Solutions Co owner; broker electricity rates for commercial/residential customers. 8751 Collin McKinney Pkwy Ste 302/301B, McKinney, TX 75070; Not Investment Related; 09/02/2025; 10-19 hrs/month. Windfall Profit - Series Pest Owner; holding company for shares in Pest Me Off. 8751 Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Not Investment Related; 09/29/2025; 1-9 hrs/month. Pest Me Off Co owner; pest control business. 8751 Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Not Investment Related; 04/29/2024; 1-9 hrs/month. Windfall Profit - Series Energy Owner; participates in private placement offerings (expected <0.2% ownership). 8751 Collin McKinney Pkwy Ste 302, McKinney, TX 75070; Investment Related; 02/27/2026; 0 hrs/month.

Exams

• S66 Uniform Combined State Law Examination
  2002-01-30

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Sam Luke Thornal Ii