Anthony Juneau

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

• 01/2012 → 03/2020
  Ameriprise Financial Services, Inc.
  Shreveport, LA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Shreveport, LA

Previous Registrations

• 2008-05-08 → 2012-02-08
  Avantax Advisory Services
  Shreveport, LA

Other Businesses

Business Ownership; Juneau Financial Group, LLC; Owner; Commercial Property Leasing, Oil & Gas investments; 117 Patton Ave , , Shreveport, LA, 71105; Not Investment-Related; 01/01/2010; 1 to 9 hours per month; 0 during trading hours / Anthony Juneau, Jr., APAC; Owner; Tax Preparation; 117 Patton Ave, , Shreveport, LA, 71105; Not Investment-Related; 01/01/2003; 60 hours per month; 60 during trading hours / MTJ CPA LLC; Owner; Tax Preparation; 117 Patton Ave, , Shreveport, LA, 71105; Not Investment-Related; 01/20/2023; 60 hours per month; 60 during trading hours. Outside Employment; Anthony Juneau Jr APAC; Owner; Tax Preparation; 117 Patton Ave, , Shreveport, LA, 71105; Not Investment-Related; 01/20/2023; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-05

Other Names

• Anthony Juneau