Adrienne Marie Guerra

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

• 02/2015 → 03/2020
  Ameriprise Financial Services, Inc.
  Merced, CA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Fresno, CA

Previous Registrations

• 2011-01-03 → 2015-02-03
  Wells Fargo Clearing Services, Llc
  Merced, CA
  Fresno, CA
  Merced, CA
  Sacramento, CA
• 2005-05-24 → 2011-01-03
  Wells Fargo Investments, Llc
  San Francisco, CA
  San Francisco, CA
  Merced, CA
  Fresno, CA
  San Francisco, CA

Other Businesses

Board of Directors; Peggy Heller Parent Club; Treasurer; 201 Lake View Dr, , Atwater, CA, 95301; Not Investment-Related; 12/01/2025; 1 to 9 hours per month; 0 during trading hours / Atwater High School Quarterback Club; Secretary; 2201 Fruitland Ave, , Atwater, CA, 95301; Not Investment-Related; 01/06/2026; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; St. Anthony's Church; Catechism teacher to 2-4th graders; 1799 Winton WayAtwater CA 95301, ,; Not Investment-Related; 03/19/2019; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-05-23

Other Names

• Adrienne Marie Arana
• Adrienne Marie Arana