Kristen Jane Welcome

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

• 12/2007 → 03/2020
  Ameriprise Financial Services, Inc.
  Columbus, OH
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Powell, OH

Other Businesses

Other Business Activities; freelance writing; Providing both fiction and non-investment-related non-fiction for direct sale and for use on monetized websites to generate income. (The websites have not yet been established.) Before I accepted a position in an Ameriprise office in 2007, I was self-employed for 2 years as a freelance writer and still own copyright in a number of materials that were created during that time. I would like to put those assets back to work to generate income, and might in time also create new material for this purpose.; My home address:823 Executive BlvdDelaware, OH 43015, ,; ; 05/01/2014; 1 to 9 hours per month; 0 during trading hours / eBay selling; Selling items on eBay. My husband has acquired some items to place for sale on eBay and wishes to partner with me using an eBay account in my name. The items for sale are not related to Ameriprise or any activities in which Ameriprise engages.; 823 Executive Blvd., Delaware, OH 43015, ,; Not Investment-Related; 09/21/2018; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-05-14