Stephanie Leigh Hosier

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

• 05/2022 → 04/2024
  Transamerica Financial Advisors, Inc
  John's Creek, GA
• 05/2022 → 04/2024
  Transamerica Financial Advisors, Inc
  Cedar Rapids, IA
• 11/1999 → 04/2024
  Wfgia
  John's Creek, GA
• 04/2024 → Present
  Amerprise Financial Services, Llc
  Cumming, GA

Previous Registrations

• 2023-06-29 → 2024-04-16
  Transamerica Financial Advisors, Llc
  Johns Creek, GA
  Cedar Rapids, IA

Other Businesses

Business Ownership; 3 Siblings, LLC; Co-owner; Manage Ameriprise Business; 418 Pirkle Ferry Rd, Unit 113, Cumming, GA, 30040; Investment-Related; 04/05/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; 3 Siblings, LLC; Co-owner; Manage advisory business; 418 Pirkle Ferry Rd, Unit 113, Cumming, GA, 30040; Investment-Related; 05/09/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-23

Other Names

• Stephanie Leigh Dwyer
• Stephanie Leigh Hoiser
• Stephanie Leigh Dwyer
• Stephanie Leigh Dwyer