Nicole Lynne Ostlie

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

• 03/2015 → 03/2020
  Ameriprise Financial Services, Inc.
  Edina, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Edina, MN

Previous Registrations

• 2013-12-16 → 2014-08-08
  Ameriprise Financial Services, Llc
  Edina, MN
  Bloomington, MN

Other Businesses

Outside Employment; Outside Employment; Woelfle-Notman, LLC; Other; 7701 France Ave S Suite 475, , Edina, MN, 55435; Investment-Related; 08/04/2023; 60 during trading hours; 60 hours per month.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-02-10

Other Names

• Nicole Lynne Ferguson