Bryce Johnson

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

• 05/2016 → 05/2017
  Northwestern Mutual
  Pittsburth, PA
• 08/2013 → 06/2017
  University Of Dayton
  Dayton, OH
• 07/2017 → 02/2021
  Charles Schwab & Co., Inc.
  Oak Brook, IL
• 10/2018 → 02/2021
  Charles Schwab Bank, Ssb
  Oak Brook, IL
• 02/2021 → Present
  Ameriprise Financial Services, Llc
  Newport Beach, CA

Previous Registrations

• 2017-12-11 → 2021-03-04
  Charles Schwab & Co., Inc.
  Indianapolis, IN
  Newport Beach, CA
  Oak Brook, IL

Other Businesses

Business Ownership; Integrative Financial Management, LLC; Co-owner; Manage Ameriprise Business; 4695 Mac Arthur Ct, Suite 1100, Newport Beach, CA, 92660; Investment-Related; 03/09/2026; 60 hours per month; 60 during trading hours. Board of Directors; Boys and Girls Club of Tustin; Board Member; 580 W 6th St, , Tustin, CA, 92780; Not Investment-Related; 09/22/2021; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Gold Sentinel Inc.; Financial Advisor; Manage advisory business; 4695 MacArthur Ct, Suite 1100, Newport Beach, CA, 92660; Investment-Related; 03/31/2024; 60 hours per month; 60 during trading hours / Steel Coast Inc.; Owner; Manage advisory business; 4695 Mac Arthur Ct, , Newport Beach, CA, 92660; Investment-Related; 03/03/2026; 60 hours per month; 60 during trading hours / Integrative Financial Management LLC; Co-owner; Manage advisory business; 4695 Mac Arthur Ct, Suite 1100 , Newport Beach, CA, 92660; Investment-Related; 03/09/2026; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-12-11

Other Names

• Bryce Frederick Johnson
• Bryce F Johnson