Garrett Charles Koncan

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

• 09/2010 → 03/2020
  Ameriprise Financial Services, Inc.
  Gurnee, IL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Gurnee, IL

Other Businesses

Business Ownership; Ellio Wealth Advisors, LLC; Owner; Manage Ameriprise Business; 5101 Washington Street, Suite 2L, , Gurnee, IL, 60031; Investment-Related; 10/03/2023; 0 hours per month; 0 during trading hours. Other Business Activities; Rotary Club of Gurnee; The Gurnee Rotary is a service organization that participates in the local community.; 5550 Grand Avenue, , Gurnee, IL, 60031; Not Investment-Related; 07/01/2016; 1 to 9 hours per month; 1 to 9 during trading hours / Gurnee Chamber of Commerce; Help promote and market local businesses within the community; 6615 Grand Avenue, , Gurnee, IL, 60031; Not Investment-Related; 03/06/2013; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-30