Anastasios Kourpouanidis

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

• 09/2010 → 11/2016
  Wells Fargo Advisors Llc
  Venice, FL
• 11/2016 → 05/2023
  Wells Fargo Clearing Services, Llc
  Venice, FL
• 05/2023 → Present
  Ameriprise Financial Services, Llc
  Sarasota, FL

Previous Registrations

• 2010-09-30 → 2023-05-17
  Wells Fargo Clearing Services, Llc
  North Port, FL
  Venice, FL
  Naples, FL
  Sarasota, FL
  Venice, FL
  Sarasota, FL
  Venice, FL
• 2008-05-16 → 2010-10-08
  Truist Investment Services, Inc.
  North Port, FL
  Punta Gorda, FL
  Punta Gorda, FL
  Port Charlotte, FL
  Port Charlotte, FL
  Punta Gorda, FL
  North Port, FL
  Port Charlotte, FL
  Port Charlotte, FL
  Port Charlotte, FL

Exams

• S66 Uniform Combined State Law Examination
  2008-05-09
• S63 Uniform Securities Agent State Law Examination
  2000-08-21

Other Names

• Andy Kourpouanidis