Emily Jane Ost

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

• 01/2015 → 03/2020
  Ameriprise Financial Services, Inc.
  Apple Valley, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Apple Valley, MN

Other Businesses

Outside Employment; Royal Ideas, LLC; Registered staff- contribution to Ameriprise Franchise.; Outside Employment; 14985 Glazier Ave Ste 501, , Apple Valley, MN, 55124; Not Investment-Related; 01/05/2024; 60 hours per month; 60 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-02-15

Other Names

• Emily Jane Holzerland