Benjamin Moulton Gehrke

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

• 03/2015 → 03/2021
  Fidelity Brokerage Services Llc
  Covington, KY
• 04/2021 → Present
  Ameriprise Financial Services, Llc
  Edgewood, KY

Other Businesses

Outside Employment; Instill, LLC; This LLC is being opened for payroll and benefits purposes of the franchise advisor. I do not have any additional responsibilities with regards to this entity. Additionally, I am not an officer of the new entity.; This LLC is being opened by our Franchise Advisor (Scott A Brooks) for payroll and benefits purposes. We will pay our current Ameriprise franchise employees through this LLC for accounting purposes. It will also be used to pay certain business expenses of the franchise.; 130 Dudley Pike, Suite 250, Edgewood, KY, 41017; Investment-Related; 03/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-16
• S63 Uniform Securities Agent State Law Examination
  2015-04-20