Joel Patrick Pergolski

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

• 01/2013 → 03/2020
  Ameriprise Financial Services, Inc.
  Wausau, WI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Wausau, WI

Previous Registrations

• 2009-07-08 → 2013-01-22
  Wells Fargo Clearing Services, Llc
  Wausau, WI

Other Businesses

Real Estate Ownership; Single Family; 404 Lawrence Ave, , Rothschild, WI, 54474; Not Investment-Related; 06/01/2021 / Single Family; 706 Elm St. , , Rothschild , WI, 54474; Not Investment-Related; 09/01/2015. Board of Directors; Junior Achievement of North Central Wisconsin; Board Member; 2904 Rib Mountain Dr. Wausau, WI 54401, ,; ; 10/01/2015; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2009-05-08

Other Names

• Joel Perkolski
• Joel Pergolski