Liesl Adrienne Savage

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
TX	RA	APPROVED	2022-07-07
FL	RA	APPROVED	2021-12-17

TX RA
APPROVED

Since 2022-07-07
FL RA
APPROVED

Since 2021-12-17

Branch Locations

3102 Sawgrass Village Circle, Ponte Vedra Beach, FL 32082-5037 • United States

10 Florida Park Drive N Ste D, Palm Coast, FL 32137 • United States

6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216 • United States

Ponte Vedra Beach, FL • 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 Llc	Palm Coast	FL	11/2021	Present
Wells Fargo Bank	Jacksonville	FL	04/2005	10/2021
Wells Fargo	Jacksonville,	FL	04/2004	10/2021

11/2021 → Present

Ameriprise Financial Services Llc

Palm Coast, FL
04/2005 → 10/2021

Wells Fargo Bank

Jacksonville, FL
04/2004 → 10/2021

Wells Fargo

Jacksonville,, FL

Other Businesses

Real Estate Ownership; Lot/Land; 113 Lost Beach Lane, , Ponte Vedra Beach, FL, 32082; Not Investment-Related; 01/01/2023 / Multi-Family; 695 A1A N , Unit 68, Ponte Vedra Beach, FL, 32082; Not Investment-Related; 06/01/2024. Board of Directors; BOD Kiwanis of Ponte Vedra; President; 101 Antler Point Ct, , Ponte Vedra Beach, DC, 32082; Not Investment-Related; 05/12/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-16
S65	Uniform Investment Adviser Law Examination	2001-03-16
S63	Uniform Securities Agent State Law Examination	2000-04-20

S66 Uniform Combined State Law Examination

2021-10-16
S65 Uniform Investment Adviser Law Examination

2001-03-16
S63 Uniform Securities Agent State Law Examination

2000-04-20

Designations

Certified Financial Planner

Other Names

Liesl Adrienne Savage
Liesl Adrienne Savage
Liesl Adrienne Fox

View on SEC IAPD