Jeffrey Charles Strickland

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Red Wing, MN
• 11/2016 → 09/2017
  Wells Fargo Clearing Services, Llc
  Red Wing, MN
• 09/2017 → 03/2020
  Ameriprise Financial Services Inc
  Red Wing, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Red Wing, MN

Previous Registrations

• 2011-01-03 → 2017-09-11
  Wells Fargo Clearing Services, Llc
  Red Wing, MN
  Minneapolis, MN
• 2010-06-04 → 2011-01-03
  Wells Fargo Investments, Llc
  Red Wing, MN

Other Businesses

Independent Insurance Brokering; The Standard; 09/01/2017; Whole Life / The Cincinnati Insurance Co; 09/01/2017; / The State Life Insurance Company - OneAmerica; 02/01/2016; .

Exams

• S66 Uniform Combined State Law Examination
  2010-06-03
• S63 Uniform Securities Agent State Law Examination
  2005-12-12