Erica Jean Lubbers

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

• 09/2003 → 03/2020
  Ameriprise Financial Services, Inc.
  Minneapolis, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Pleasanton, CA

Other Businesses

Real Estate Ownership; Condo unit in San Francisco; 151 Alice B Toklas Pl #705, , San Francisco, CA, 94109; Not Investment-Related; 01/29/2022 / Single Family; 3005 W 71st St, , Prairie Village, KS, 66208; Not Investment-Related; 12/01/2022. Business Ownership; E.L. Enterprises; Owner; Manage Ameriprise Business; 4141 W 111th Ter, , Leawood, KS, 66211; Not Investment-Related; 12/29/2023; 40 to 59 hours per month; 10 to 19 during trading hours / Juno Moneta, LLC; Manage income and expenses of LLC, manage staff, oversight of practice management; Practice management and expenses for financial advisory practice -- BFL Wealth Partners currently and we are in process of changing our name to Juno Moneta Wealth Advisors; 3825 Hopyard Rd, Ste. 124, , Pleasanton, CA, 94588; Not Investment-Related; 03/11/2020; 60 hours per month; 20 to 39 during trading hours / DPTRE LLC; Co-owner; Real Estate; 4851 W 134th St, Suite C, , Leawood, KS, 66209; Investment-Related; 02/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; E.L. Enterprises; Owner; Management and leadership; 4141 W 111th Ter, , Leawood, KS, 66211; Not Investment-Related; 12/29/2023; 40 to 59 hours per month; 10 to 19 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-12-01

Other Names

• Erica Jean Damore