Patrick Joseph Mottley

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

• 02/2011 → 04/2017
  Us Bank
  Chicago, IL
• 04/2017 → 03/2020
  Ameriprise Financial Services, Inc.
  Oakbrook Terrace, IL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Oakbrook Terrace, IL

Previous Registrations

• 2024-01-30 → 2024-02-26
  Lpl Financial Llc
  Oakbrook Terrace, IL
  Oakbrook Terrace, IL
  San Diego, CA
  Orland Park, IL

Other Businesses

Business Ownership; Mottley Inc.; I am the CEO of the S Corp as it is established to managed my Ameriprise practice.; This is an S Corp established to managed my Ameriprise practice.; 443 S Madison St, , HInsdale, IL, 60521; Investment-Related; 09/10/2018; 1 to 9 hours per month; 1 to 9 during trading hours / Oakbrook Cornerstone LLC; Co-owner; Manage Ameriprise Business; 1 Tower Lane, Suite 2160, Oakbrook Terrace, IL, 60181; Investment-Related; 07/02/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-06-06

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Patrick Joseph Mottley