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Mary Elizabeth Reopell

Ameriprise Financial Services, LLC

Wilmington, DE

Chadds Ford, PA

West Chester, PA

CRD 4671645

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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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2014-05-28
PA RA APPROVED 2014-05-14
TX RA APPROVED_RES 2013-09-19
  • DE RA
    APPROVED
    Since 2014-05-28
  • PA RA
    APPROVED
    Since 2014-05-14
  • TX RA
    APPROVED_RES
    Since 2013-09-19

Branch Locations

3513 Concord Pike Ste 1000, Wilmington, DE 19803 • United States

67 Wilmington W Chester Pike, Chadds Ford, PA 19317 • United States

West Chester, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Wilmington DE 03/2006 03/2020
Ameriprise Financial Services, Llc Chadds Ford PA 03/2020 Present
Previous Registrations
  • 2006-03-21 → 2008-12-23
    Ameriprise Financial Services, Llc
    Cordova, TN
    Magnolia, AR
  • 2005-09-19 → 2006-03-10
    Truist Investment Services, Inc.
    Germantown, TN
    Germantown, TN
    Collierville, TN
    Collierville, TN
    Collierville, TN
    Collierville, TN
    Germantown, TN
    Memphis, TN
    Memphis, TN
    Germantown, TN
    Memphis, TN
    Memphis, TN
    Memphis, TN
    Memphis, TN
    Memphis, TN
    Memphis, TN
    Memphis, TN
  • 2005-02-23 → 2005-09-13
    Banc Of America Investment Services, Inc.
    Memphis, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-02-22
S63 Uniform Securities Agent State Law Examination 2003-07-17
  • S66 Uniform Combined State Law Examination
    2005-02-22
  • S63 Uniform Securities Agent State Law Examination
    2003-07-17
Other Names
  • Mary Elizabeth Long

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
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Nearby Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS

Nearby Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE

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