Harsimran Singh Sidhu

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

• 04/2012 → 03/2020
  Ameriprise Financial Services, Inc.
  Plano, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Plano, TX

Other Businesses

Business Ownership; Bahia Court US Holdings, LLC; Owner; entity established to manage Ameriprsie business related expenses; 4406 Merrell Rd, , Dallas, TX, 75229; Not Investment-Related; 12/01/2017; 1 to 9 hours per month; 1 to 9 during trading hours / Gulf Coast Global Marketing; Owner; Marketing and Advertising; 4406 Merrell Rd, , Dallas, TX, 75229; Not Investment-Related; 05/01/2025; 1 to 9 hours per month; 0 during trading hours. Board of Directors; The University of Texas at Dallas; Board Member; 800 W. Campbell Rd, , Richardson, TX, 75080; Not Investment-Related; 05/01/2023; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-15