Marcus Ryan Schaller

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

• 06/2015 → 01/2023
  Ameriprise Financial Services, Inc.
  Minneapolis, MN
• 01/2023 → 04/2023
  Commonwealth Financial Network
  Waltham, MA
• 01/2023 → 04/2023
  Integrated Equity Management
  Bloomington, MN
• 04/2023 → 01/2025
  Commonwealth Financial Network
  Waltham, MA
• 04/2023 → 01/2025
  Integrated Equity Management
  Bloomington, MN
• 02/2025 → Present
  Ameriprise Financial Services, Llc
  Plymouth, MN

Previous Registrations

• 2023-02-21 → 2025-01-07
  Commonwealth Financial Network
  Bloomington, MN
  Plymouth, MN
• 2018-01-29 → 2023-02-02
  Ameriprise Financial Services, Llc
  Maple Grove, MN
• 2016-06-24 → 2017-12-13
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-13
• S63 Uniform Securities Agent State Law Examination
  2015-11-19

Designations

• Certified Financial Planner

Other Names

• Marcus R Schaller
• Marcus Ryan Schaller
• Marcus Schaller