Benjamin Allen Reep

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

• 06/2012 → 05/2019
  Edward Jones
  St Louis, MO
• 05/2019 → 03/2020
  Amerprise Financial Services, Inc.
  St. Augustine, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  St Augustine, FL

Previous Registrations

• 2012-08-29 → 2019-05-10
  Edward Jones
  St Augustine, FL
  St Louis, MO
  St Augustine Beach, FL

Other Businesses

Business Ownership; Concho Bolo; as the CEO moving money and tracking the distributions for my taxes. Also holding and documenting board meetings with myself.; Pass through entity for my fee based compensation; 203 Arricola Ave St Augustine FL, ,; Not Investment-Related; 05/03/2017; 0 hours per month; 0 during trading hours. Other Business Activities; Viper77 LLC; LLC for my Airplane. I use it for recreation, but also to train pilots as a Certified Flight Instructor. I have other CFIs that use the plane as well as contractors. Occasionally I use the plane to travel and see clients.; 203 Arricola Ave, , St Augustine, FL, 32080; Not Investment-Related; 03/25/2026; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-18

Other Names

• Benjamin Reep
• Benjamin Allen Reep