Edward Michael Poach

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

• 08/2006 → 03/2020
  Ameriprise Financial Services, Inc.
  Pittsburgh, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Washington, PA

Other Businesses

Real Estate Ownership; Commercial; 3 E. Main St. Buckhannon, WV 26201, ,; Investment-Related; 05/23/2014 / Commercial; 1150 Washington Rd., , Washington, PA, 15301; Not Investment-Related; 03/01/2022. Business Ownership; Eduardo Family Holdings, LLC; holding and management of the commercial property or properties to be placed in the future for business purposes.; As advised by my attorney and CPA, LLC is solely to hold real estate directly, or to hold other LLC real estate holding companies to ensure ease of accounting, legal, and maintenance.; 1075 Red Tail Hollow, , Washington, PA, 15301; Not Investment-Related; 03/14/2022; 1 to 9 hours per month; 0 during trading hours / EMP Family Holdings PA, LLC; Holding and management of the commercial property or properties to be placed in the future for business purposes.; As advised by my attorney and CPA, LLC is solely to hold real estate directly, for ease of accounting, legal, and maintenance purposes, and to manage held properties.; 1075 Red Tail Hollow, , Washington, PA, 15301; Not Investment-Related; 03/15/2022; 1 to 9 hours per month; 0 during trading hours / Poach, Koury, & Associates; Co-owner; To manage the business and expenses of the independent financial practices of Poach, Koury, & Assoc., LLC, an Ameripirse Financial Services Independent "team practice" in accordance with SEC, FINRA, and NYSE rules and regulations.; 1150 WASHINGTON RD, , Washington, PA, 15301; Not Investment-Related; 06/01/2019; 40 to 59 hours per month; 20 to 39 during trading hours / FORTIFY TAX; Co-owner; Tax Preparation; 1150 WASHINGTON RD, , WASHINGTON, PA, 15301; Not Investment-Related; 10/31/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Washington Symphony Orchestra; Board Member - artistic committee; Beside 51, E Wheeling St,, , Washington, PA, 15301; Not Investment-Related; 05/18/2022; 1 to 9 hours per month; 0 during trading hours / Washington Symphony Board of directors; Assistant Treasurer; 1075 Red Tail Hollow, , Washington, PA, 15301; Not Investment-Related; 05/14/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Immaculate Conception Church; Cantor -; ; 125 West ChestnutWashington, PA 15301, ,; ; ; 1 to 9 hours per month; / E&M Investments Inc.; manager/consultant -; ; 14 Beech St. Buckhannon, WV 26201, ,; ; ; 1 to 9 hours per month; / Poach, Koury & Associates; Co-owner; Manage advisory business; 1150 WASHINGTON RD, , WASHINGTON, PA, 15301; Investment-Related; 12/02/2025; 40 to 59 hours per month; 20 to 39 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-09-26
• S63 Uniform Securities Agent State Law Examination
  1996-07-16

Designations

• Certified Financial Planner