Lynn Ann Corniello

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.
  Plano, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Plano, TX

Other Businesses

Business Ownership; K&LC Management LLC; Co-owner; Real Estate; 713 Glen Rose Drive, , Allen, TX, 75013; Not Investment-Related; 06/13/2023; 1 to 9 hours per month; 0 during trading hours / Elevation Management Services, LLC; This LLC is Chris Garcia's financial management company. We recently formed a Team Practice. I will be managing the day-to-day operations of the LLC, along with Chris.; Outsourcing of Financial Services Support; 6860 Dallas Parkway, Suite 550, , Plano, TX, 75024; Investment-Related; 03/01/2021; 60 hours per month; 20 to 39 during trading hours. Outside Employment; Elevation Management Services, LLC; Co-owner; Manage advisory business; 6860 Dallas Parkway , Suite 550, Plano, TX, 75024-4252; Investment-Related; 12/12/2018; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-01-16

Other Names

• Soderstrom Lynn
• Lynn Ann Soderstrom