Brian William Grenia

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.
  Chesterfield, MO
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Chesterfield, MO

Other Businesses

Real Estate Ownership; Lot/Land; 2051 Farris RoadForistell MO 63348, ,; Not Investment-Related; 03/31/2018 / Lot/Land; 247 Sydnorville Road, , Troy, MO, 63379; Not Investment-Related; 02/19/2020. Business Ownership; Infinity Co-Op Enterprises; Expense management; Consulting; 16401 Swingley Ridge Rd., STE 330, , Chesterfield, MO, 63017; Not Investment-Related; 11/16/2022; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-06-19

Designations

• Certified Financial Planner