William Daniel Young

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

Business Ownership; William D. Young, LLC; Owner and operator; Financial Planner; 4810 Spicewood Springs Road, Suite 200, , Austin, TX, 78759; Investment-Related; 01/01/2021; 20 to 39 hours per month; 20 to 39 during trading hours. Board of Directors; Beachwalk Homeowners Association; Board Member; 262 Beachwalk Lane, , Port Aransas, TX, 78373; Not Investment-Related; 07/01/2020; 1 to 9 hours per month; 0 during trading hours. Outside Employment; William D. Young LLC; Owner - This is an LLC established to pay business expenses and my salary and my staff.; ; 4721 Spicewood Springs Road, , Austin, TX, 78759; Investment-Related; 01/01/2021; 20 to 39 hours per month; 20 to 39 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-02-06