Melanie Dawn Olsen-simon

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:

Current Employers

Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2003-08-20

PA RA
APPROVED

Since 2003-08-20

Branch Locations

Loveland, OH • United States

3995 E Market St, York, PA 17402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Conshohocken	PA	09/2005	03/2020
Ameriprise Financial Services, Llc	Plymouth Meeting	PA	03/2020	Present

09/2005 → 03/2020

Ameriprise Financial Services, Inc.

Conshohocken, PA
03/2020 → Present

Ameriprise Financial Services, Llc

Plymouth Meeting, PA

Other Businesses

Board of Directors; Cincinnati Brass Band; Board Member; 9463 Cincinnati Columbus Rd, , West Chester, OH, 45069; Not Investment-Related; 11/01/2021; 1 to 9 hours per month; 0 during trading hours / Crossmen Productions Inc Board of Directors; Board Member; PO Box 591940, , San Antonio, TX, 78259; Not Investment-Related; 08/18/2025; 10 to 19 hours per month; 0 during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-04-21
S63	Uniform Securities Agent State Law Examination	1997-08-27

S65 Uniform Investment Adviser Law Examination

1998-04-21
S63 Uniform Securities Agent State Law Examination

1997-08-27

Other Names

Melanie Dawn Olsen
Melanie Dawn Simon
Melanie Dawn Olsensimon

View on SEC IAPD