Cody Ryan Kilpatrick

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

• 03/2014 → 05/2020
  Usaa Financial Advisors, Inc.
  Addison, TX
• 03/2014 → 05/2020
  Usaa Financial Planning Services
  Addison, TX
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Addison, TX
• 05/2020 → 08/2022
  Charles Schwab Bank, Ssb
  Westlake, TX
• 05/2020 → 08/2022
  Charles Schwab And Co., Inc.
  Westlake, TX
• 08/2022 → 02/2024
  The Vanguard Group, Inc.
  Plano, TX
• 02/2024 → Present
  Ameriprise Financial Services, Llc
  Mont Belvieu, TX

Previous Registrations

• 2022-08-22 → 2024-02-27
  Vanguard Advisers, Inc.
  Plano, TX
• 2020-05-23 → 2022-08-09
  Charles Schwab & Co., Inc.
  Westlake, TX
  Westlake, TX
• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2014-05-01 → 2018-01-08
  Usaa Financial Planning Services
  Addison, TX
• 2012-04-05 → 2014-03-27
  Edward Jones
  Tempe, AZ
• 2008-03-31 → 2010-10-12
  Edward Jones
  Plano, TX
  St Louis, MO
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2008-03-27

Designations

• Certified Financial Planner

Other Names

• Cody Kilpatrick
• Cody Ryan Kilpatrick