Tanya Barkley Radford

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

• 10/2013 → 03/2020
  Ameriprise Financial Services, Inc.
  Plano, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Plano, TX

Previous Registrations

• 2011-09-21 → 2012-04-23
  Usaa Financial Planning Services
  Addison, TX
• 2006-10-20 → 2011-03-24
  Ameriprise Financial Services, Llc
  Plano, TX
• 2004-06-18 → 2006-09-27
  Ameriprise Financial Services, Llc
  Dallas, TX
  Richardson, TX

Other Businesses

Real Estate Ownership; Single Family; 6 Lavender Lane, , Texarkana, AR, 71854; Not Investment-Related; 10/01/2024. Business Ownership; Barkley Family Properties, LLC; no day to day responsibilities.; Family cotton farm and commercial rental building; 1401 Eubank StreetMatador, TX 79244, ,; Not Investment-Related; 08/15/2016; 0 hours per month; 0 during trading hours / Ukhozi Corp; business development, HR, bookkeeping; drive-thru coffee kiosks; 1401 Eubank Street, , Matador, TX, 79244; Not Investment-Related; 09/12/2022; 10 to 19 hours per month; 0 during trading hours / Ukhozi Holdings, LLC; hiring, location, negotiations with landlords, business plans, etc; food and beverage sales; 1408 Eubank Street, , Matador, TX, 79244; Not Investment-Related; 06/11/2021; 10 to 19 hours per month; 0 during trading hours. Board of Directors; Budget Committee - First Baptist Church Matador; member; 1401 Main St, , Matador, TX, 79244; Investment-Related; 08/15/2025; 1 to 9 hours per month; 0 during trading hours / Motley County ISD School Board; Board Member; 1600 Bundy , PO Box 310 , Matador, TX, 79244; Not Investment-Related; 12/22/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Elevation Management Services, LLC; Operations Director of an Ameriprise practice; Manage advisory business; 6860 Dallas Parkway, Ste 550, , Plano, TX, 75024; Investment-Related; 04/01/2020; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2004-06-17

Other Names

• Tanya Barkley
• Tanya Barkley
• Tanya Radford
• Tanya B Radford