Ireen Sommer

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

• 08/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Minnetonka, MN
• 11/2016 → 02/2022
  Wells Fargo Clearing Services, Llc
  Minnetonka, MN
• 02/2022 → Present
  Ameriprise Financial Services Llc
  Wayzata, MN

Previous Registrations

• 2016-08-12 → 2022-02-22
  Wells Fargo Clearing Services, Llc
  Wayzata, MN
• 2010-01-04 → 2016-08-15
  Edward Jones
  St Louis, MO
  Albertville, MN
  Elk River, MN

Other Businesses

Board of Directors; Minnesota Hunter & Jumper Association; Membership and Year End Awards Committee; 4707 Dent Ave, mhjazone6@gmail.com, Webster, MN, 55088; Not Investment-Related; 02/19/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2009-04-08

Other Names

• Ireen Sommer
• Ireen Morales
• Ireen N/A Morales
• Ireen Sommer
• Ireen Morales-Sommer