Julia Marie Stimson

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

Outside Employment; Plan Writing; Plan Writer -; I write plans for other advisors; 9821 Katy Freeway Suite 840, , Houston, TX, 77024; Not Investment-Related; 01/01/2002; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-12-29