Joseph David Banish

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

• 11/2014 → 03/2017
  Pnc Investments
  Canton, MI
• 03/2017 → 03/2020
  Ameriprise Financial Services Inc
  Novi, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Grosse Pointe, MI

Previous Registrations

• 2014-12-08 → 2017-03-17
  Pnc Wealth Management Llc
  Ann Arbor, MI
  Plymouth, MI
  Canton, MI
  Plymouth, MI
  Canton, MI
• 2011-02-02 → 2014-11-25
  Hantz Financial Services, Inc.
  Taylor, MI
  Grandville, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-04-16
• S63 Uniform Securities Agent State Law Examination
  2007-08-18

Designations

• Certified Financial Planner