Heather S Saunders

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

• 05/2013 → 03/2020
  Ameriprise Financial Services, Inc.
  Tampa, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Tampa, FL

Previous Registrations

• 2012-10-08 → 2013-04-18
  Invest Financial Corporation
  Tampa, FL
• 2010-02-02 → 2012-10-09
  Voya Financial Advisors, Inc.
  Tampa, FL
• 2007-09-14 → 2009-12-24
  Gunnallen Financial, Inc
  Tampa, FL
  Tampa, FL

Other Businesses

Business Ownership; Wellspring Wealth Partners, LLC; Owner; Manage Ameriprise Business; 336 W Rio Vista Ct, , Tampa, FL, 33604; Investment-Related; 02/26/2024; 0 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-10

Other Names

• Heather Suzanne Mccloskey
• Heather S Mccloskey
• Heather S Williams