Brenda Lee Dobrick

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.
  Raleigh, NC
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Raleigh, NC

Other Businesses

Real Estate Ownership; Commercial; 183 Wind Chime Court Suite 202 Raleigh, NC 27615, ,; ; 03/30/2012. Business Ownership; Blakeslee Rentals; ; LLC to purchase office condo; 183 Wind Chime Court Suite 202 Raleigh NC 27615, ,; ; 03/30/2012; 1 to 9 hours per month; / Eze Nof Inc; Manage business activities; S Corp to manage business activities of practice (rent, etc); 1416 Heritage Links Drive, , Raleigh, NC, 27587; Not Investment-Related; 05/31/2018; 1 to 9 hours per month; 1 to 9 during trading hours / Gratitude View, LLC; Co-owner; Real Estate; P.O. Box 406, 2630 Ball Diamond Rd, Findley Lake, NY, 14736; Investment-Related; 11/01/2023; 10 to 19 hours per month; 0 during trading hours. Board of Directors; Wind Chime Plaza Board; Member; Wind Chime Court Raleigh NC 27615, ,; ; 08/23/2017; 1 to 9 hours per month; 0 during trading hours / Elkhorn Acres Property Owners; Secretary/Treasurer; Rhododendron Rd, , Hillsville, VA, 24343; Not Investment-Related; 11/16/2019; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Elkhorn Acres Book Keeper; Property owner in Elkhorn Acres Subdivision in Hillsville, VA; While I am currently the Secretary/Treasurer for our small HOA (Elkhorn Acres) this should end soon, yet they are wishing me to continue as a paid book-keeper. This will start as soon as approval is received from corporate at the rate of $500 month. The roles of Bookkeeper and Secretary/Treasurer are in the process of being revised. I am also going to expand the purpose of my Blakeslee Rentals LLC (previously just management of my office space that I own) to include book-keeper activities for others (Elkhorn Acres Property Owners); 1416 Heritage Links Dr, or 692 Rhododendron Rd, Hillsville, VA 24343, WAKE FOREST, NC, 27587; Not Investment-Related; 07/01/2026; 20 to 39 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2004-03-08

Other Names

• Brenda Lee Newton
• Brenda Dobrick