Adam Perry Gemmer

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

• 02/2013 → 02/2018
  Axa Advisors Llc
  Carmel, IN
• 09/2014 → 02/2018
  Gemmer Wealth Management Llc
  Indianapolis, IN
• 02/2018 → 03/2020
  Ameriprise Financial Services, Inc.
  Indianapolis, IN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Indianapolis, IN

Previous Registrations

• 2013-05-02 → 2018-02-15
  Equitable Advisors, Llc
  Indianapolis, IN

Other Businesses

Board of Directors; Phi Gamma Delta Housing Corporation; General Board Member; 431 N Woodlawn Ave Bloomington, IN 47406, ,; Not Investment-Related; 06/01/2018; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Agent Link; Agent -; Medicare Supplement; Life & Health Division P.O. Box 23570 Louisville, KY 40223, ,; Not Investment-Related; 02/03/2018; 1 to 9 hours per month; 0 during trading hours / Charles P Gemmer; AFA - AFA to FA; ; 10475 Crosspoint Blvd Ste 100, , Indianapolis, IN, 46256; Investment-Related; 02/01/2018; 40 to 59 hours per month; 20 to 39 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-04-26