Paul William Koerner

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

Other Businesses

Business Ownership; Katy Freeway Advisors LLC; General office managment and bill pay; For Business expenses related to office lease, phone service, internet service, office supplies; 9821 Katy Freeway, Suite 840, , Houston, TX, 77024; Not Investment-Related; 10/06/2016; 1 to 9 hours per month; 1 to 9 during trading hours / Tres Amiri LLC; 1/3 owner; Specialty Food business; 4411 Countrycrossing Drive, , Spring, TX, 77388; Not Investment-Related; 09/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-09-13