Gregory Sean Hester

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.
  Edmond, OK
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Edmond, OK

Other Businesses

Outside Employment; Jon L. Hester P.C.; Manager -; ; 16311 Sonoma Park Drive, Edmond, OK 73013, ,; ; 01/01/2000; 10 to 19 hours per month; . Other Business Activities; Hester Investments LLC; My father set up an LLC to receive rent and pay the note on the office building he bought. He listed me as a manager of the LLC. Now that the building is paid for, he intends to invest the rent that he collects in an Ameriprise brokerage account.; 16311 Sonoma Park Dr, , Edmond, OK, 73013; Investment-Related; 09/18/2007; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-11-01

Other Names

• Greg Hester