Angela Michelle Delion

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.
  Kennesaw, GA
• 10/2003 → Present
  Ameriprise Financial Service, Llc
  Kennesaw, GA

Other Businesses

Real Estate Ownership; Commercial; 1275 Shiloh Rd Ste 2320 Kennesaw GA 30144, ,; ; 02/01/2004 / Commercial; 1275 SHiloh Rd, Ste 2321, Kennesaw, GA, 30144; Not Investment-Related; 02/01/2004. Business Ownership; WHPH LLC; Owner; Manage Ameriprise Business; 1275 Shiloh Rd, Ste 2320, Kennesaw, GA, 30144; Not Investment-Related; 01/01/2018; 1 to 9 hours per month; 1 to 9 during trading hours / EBA Realty; Co-owner; Commercial Real Estate; 1275 Shiloh Rd Ste 2321/2320 , , Kennesaw, GA, 30144; Not Investment-Related; 02/01/2004; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Southeast Business Endeavors LLC; Consultant - Consulting on Procarian Wealth Advisors (Sean Carroll) team practice systems, procedures, marketing and service model. Note this company is replacing Oxygen Inc on 07/01/2021; ; 6285 Barfield Rd Ste 250, , Atlanta, GA, 30328; Not Investment-Related; 07/01/2021; 20 to 39 hours per month; 20 to 39 during trading hours / WHPH LLC; Owner; Manage advisory business; 1275 Shiloh Rd Ste 2321/2320, , Kennesaw, GA, 30144; Not Investment-Related; 01/01/2018; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-06-03

Designations

• Certified Financial Planner

Other Names

• Angie Delion
• Angela Michelle Delion
• Angela M Delion
• Angela Michelle De Lion