Suzanne Sweeney

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

• 08/2016 → 02/2019
  Vorisek Financial
  Worthington, OH
• 08/2016 → 02/2019
  Fsc Securities Corp
  Atlanta, GA
• 02/2019 → 06/2021
  Jpmorgan Securities Llc
  Columbus, OH
• 07/2021 → 08/2022
  The Huntington Investment Company
  Columbus, OH
• 09/2022 → 07/2025
  Lpl Financial
  Columbus, OH
• 07/2025 → Present
  Ameriprise Financial Services, Llc
  Powell, OH

Previous Registrations

• 2022-09-02 → 2025-07-17
  Lpl Financial Llc
  Columbus, OH
  Westerville, OH
• 2021-10-04 → 2022-09-02
  The Huntington Investment Company
  Columbus, OH
  Delaware, OH

Exams

• S66 Uniform Combined State Law Examination
  2021-09-30
• S63 Uniform Securities Agent State Law Examination
  2000-04-21

Other Names

• Suzanne E Rapp
• Suzanne Elizabeth Rapp
• Suzanne Elizabeth Sweeney
• Suzanne E Sweeney
• Suzanne E. Sweeney
• Suzanne Sweeney