Kristian Rojas

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
  Plano, TX

Other Businesses

Business Ownership; Return on Life, LLC; Owner; Financial Planning Practice; 5600 Tennyson Pkwy Ste 130, , Plano, TX, 75024; Not Investment-Related; 02/17/2019; 40 to 59 hours per month; 0 during trading hours. Outside Employment; Return on Life, LLC; owner - owner; ; 5600 Tennyson Pkwy Suite 130, , Plano, TX, 75024; Not Investment-Related; 02/12/2021; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-06-11