Meghan Cox Rowntree

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

• 06/2009 → 09/2018
  Investment Professionals
  San Antonio, TX
• 09/2018 → 03/2020
  Ameriprise Financial Services, Inc.
  San Antonio, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  San Antonio, TX

Previous Registrations

• 2009-06-16 → 2018-09-11
  Investment Professionals, Inc.
  San Antonio, TX
  San Antonio, TX
• 2007-05-14 → 2009-06-17
  Waddell & Reed
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2007-05-12

Other Names

• Meghan Quinn Cox
• Meghan Quinn Cox-Rowntree
• Meghan Quinn Rowntree