Erin M Lacey

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

• 09/2021 → Present
  Ameriprise Financial Services, Llc
  Wilmington, DE
• 04/2021 → 09/2021
  Applied Energy Group
  Wilmington, DE
• 11/2020 → 04/2021
  Us Pro
  Wilmington, DE
• 09/2020 → 11/2020
  The Bancorp
  Wilmington, DE
• 02/2016 → 09/2020
  Point To Point Wealth Planning
  Wilmington, DE

Other Businesses

Outside Employment; Kimberlee M. O. LLC; Marketing Manager; Manage advisory business; 67 Wilmington West Chester Pike, , Chadds Ford, PA, 19317; Investment-Related; 09/20/2021; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-30

Other Names

• Erin M Lacey
• Erin Moran Lacey