Carolyn Launie Nolan

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

Authority	Category	Status	Date
TX	RA	APPROVED	2020-09-09
ME	RA	APPROVED	2016-12-23

TX RA
APPROVED

Since 2020-09-09
ME RA
APPROVED

Since 2016-12-23

Branch Locations

48 Mount Vernon St Ste 300, Winchester, MA 01890 • United States

Winchester, MA • 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

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Winchester	MA	07/2004	03/2020
Ameriprise Financial Services, Llc	Winchester	MA	03/2020	Present

07/2004 → 03/2020

Ameriprise Financial Services, Inc.

Winchester, MA
03/2020 → Present

Ameriprise Financial Services, Llc

Winchester, MA

Other Businesses

Real Estate Ownership; Single Family; 178 Depot St,Dennis Port MA 02639, ,; Not Investment-Related; 07/29/2016 / condo; 189 Washington St #1Winchester MA 01890, , Winchester, MA, 01890; Not Investment-Related; 02/09/2015. Business Ownership; Watermelon Bay LLC; Co-owner; Manage Ameriprise Business; 48 Mt Vernon St, Suite 301, Winchester, MA, 01890; Investment-Related; 11/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours / The Cabana LLC; paying bills; real estate; 48 Mount Vernon St, Suite 301, , Winchester, MA, 01890; Not Investment-Related; 06/01/2021; 0 hours per month; 0 during trading hours / Like a G6 LLC; paying bills; real estate ownership; 48 Mount Vernon St, Suite 301, , Winchester, MA, 01890; Not Investment-Related; 05/15/2020; 0 hours per month; 0 during trading hours / 6 Carnoustie Court LLC; paying bills; real estate ownership; 48 Mount Vernon St, Suite 301, , Winchester, MA, 01890; Not Investment-Related; 02/25/2021; 0 hours per month; 0 during trading hours / The Pink Building LLC; paying bills; commercial (rental) office space; 48 Mount Vernon St, Suite 301, , Winchester, MA, 01890; Not Investment-Related; 10/01/2021; 0 hours per month; 0 during trading hours / Oyster Bay SB, Inc; Co-owner; s-corp to be used in lieu of direct ownership in LLC entity (Watermelon Bay LLC which was setup to w2 employees including myself & pay business expenses in Ameriprise franchise business starting 1/1/24); 48 Mount Vernon St, Suite 301, , Winchester, MA, 01890; Not Investment-Related; 03/04/2015; 1 to 9 hours per month; 1 to 9 during trading hours / Unapologetically Us LLC; Owner; Consulting; 48 Mt Vernon St, Suite 301, Winchester, MA, 01890; Not Investment-Related; 01/02/2024; 60 hours per month; 60 during trading hours / Super Duper Toolbox LLC; Co-owner; intellectual property holding company; 48 Mt Vernon St, Suite 301, Winchester, MA, 01890; Not Investment-Related; 11/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Unapologetically CNo; personal platform for sharing "life/adulting/momming" tipstricks - in future may be platform for motivational speaking (NOTHING to do with finance/financial services); 48 Mt Vernon St, Suite 301, Winchester, MA, 01890; Not Investment-Related; 02/01/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-11-01

S66 Uniform Combined State Law Examination

2004-11-01

Designations

Certified Financial Planner

Other Names

Carolyn Mary Launie
Carolyn Mary Launie

View on SEC IAPD