Levi Matthew Deshaw

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.
  West Linn, OR
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Portland, OR

Other Businesses

Business Ownership; West Linn Management, Inc.; Owner; Manage Ameriprise Business; 6700 Tower Circle, Suite 330, Franklin , TN, 37067; Investment-Related; 04/01/2015; 40 to 59 hours per month; 1 to 9 during trading hours. Board of Directors; Pacific Northwest FCA Outdoor and Motorcross Board; General Board Member; 7271 SE Night Hawk Court, , Prineville, OR, 97754; Not Investment-Related; 12/03/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-03-12
• S63 Uniform Securities Agent State Law Examination
  1998-05-11

Designations

• Chartered Financial Consultant

Other Names

• Levi Matthew Deshaw
• Levi Matthew De Shaw