Marcus Burns

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

• 10/2016 → 05/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN
• 02/2016 → 10/2016
  Unemployed
  Carmel, IN
• 04/2017 → 05/2018
  Bank Of America, N.A.
  Indianapolis, IN
• 06/2018 → 07/2019
  Key Investment Services
  Indianapolis, IN
• 06/2018 → 07/2019
  Keybank
  Kokomo, IN
• 12/2019 → 07/2021
  Pnc Investments
  Carmel, IN
• 07/2019 → 12/2019
  Unemployed
  Noblesville, IN
• 08/2021 → 04/2022
  Unemployed
  Noblesville, IN
• 04/2022 → 02/2026
  Bmo Harris Bank
  Brownsburg, IN
• 04/2022 → 02/2026
  Lpl Financial Llc
  Brownsburg, IN
• 02/2026 → Present
  The Huntington Investment Company
  Columbus, OH
• 06/2026 → Present
  Ameriprise Financial Services, Llc
  Fishers, IN

Previous Registrations

• 2022-04-12 → 2026-02-18
  Lpl Financial Llc
  Brookfield, WI
  Brownsburg, IN
  San Diego, CA
  Brownsburg, IN
  Brownsburg, IN
  Brownsburg, IN
  Avon, IN
  Indianapolis, IN
  Indianapolis, IN
  Noblesville, IN
• 2020-01-07 → 2021-08-09
  Pnc Wealth Management Llc
  Indianapolis, IN
  Carmel, IN
  Fishers, IN
  Fishers, IN
  Indianapolis, IN
  Indianapolis, IN
  Fishers, IN
• 2018-07-11 → 2019-05-30
  Key Investment Services Llc
  Indianapolis, IN
  Lebanon, IN
• 2017-01-05 → 2018-04-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-22
• S63 Uniform Securities Agent State Law Examination
  2004-11-18

Other Names

• Marcus Contral Burns