Brianna Marie Kuehmstedt

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

• 08/2006 → 03/2020
  Ameriprise Financial Services, Inc.
  Austin, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Austin, TX

Other Businesses

Business Ownership; Pathsage LLC; Owner and managing member; Consulting; 11675 Jollyville Rd, Ste 200, Austin, TX 78759, ,; Not Investment-Related; 04/01/2019; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Pathsage, LLC; 20% Owner - I am a financial advisor with Hearthstone Wealth Management a private wealth practice of Ameriprise Financial. I meet with Ameriprise clients, provide client service, do financial plans, and trading. Advisor Walt Reep pays my salary from his Pathsage LLC business entity. My duties are all within the scope of my role with Ameriprise. As Walt Reep is a franchise owner, I am not paid directly by Ameriprise.; Help manage financial planning practice; 11675 Jollyville Rd, Ste 200, , Austin, TX, 78759; Investment-Related; 01/01/2017; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-15

Other Names

• Briana Marie Kuehmstedt