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Heather M Parker

Ameriprise Financial Services, LLC

Alexandria, LA

Simpson, LA

Leesville, LA

CRD 3117723

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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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-09-04
  • LA RA
    APPROVED
    Since 2025-09-04

Branch Locations

207 Ansley Blvd Ste A, Alexandria, LA 71303 • United States

Simpson, LA • United States

105 S 5Th St, Leesville, LA 71446 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Minneapolis MN 02/2019 Present
Udb Financial Alexandria LA 09/2014 01/2019
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-29
  • S66 Uniform Combined State Law Examination
    2025-07-29

View on SEC IAPD

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