Travis Gene Richards

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

• 06/2013 → 03/2020
  Ameriprise Financial Services, Inc.
  St Louis Park, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Bloomington, MN

Other Businesses

Real Estate Ownership; Multi-Family; 2nd street N, , Bayport, MN, 55003; Investment-Related; 11/01/2019 / Multi-Family; 1312 Columbus Ave, , Grand haven, MI, 49417; Not Investment-Related; 01/01/2025.

Exams

• S66 Uniform Combined State Law Examination
  2013-09-03

Other Names

• Travis G Richards