Martin T Friel

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

• 11/2004 → 03/2020
  Ameriprise Financial Services, Inc.
  Tinley Park, IL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  St Charles, IL

Other Businesses

Real Estate Ownership; Single Family; 292 Tower Hill Dr, , St Charles, IL, 60174; Not Investment-Related; 01/01/2018. Business Ownership; Larson Wealth Management, LLC; Co-owner; Manage Ameriprise Business; 619 W Main St, , St Charles, IL, 60174; Investment-Related; 12/01/2025; 60 hours per month; 60 during trading hours. Board of Directors; Tri-Cities Soccer Association; President; PO Box 477, , St. Charles, IL, 60174; Not Investment-Related; 06/28/2021; 10 to 19 hours per month; 0 during trading hours. Outside Employment; Tri-Cities Soccer Association; Referee youth soccer games; Referee for youth soccer games; PO Box 477, , St. Charles, IL, 60174; Not Investment-Related; 09/13/1997; 1 to 9 hours per month; 0 during trading hours / Northern Illinois Soccer League; Referee Boys Youth Soccer Games; Referee Boys Youth Soccer Games; 545 S. Consumers Ave, , Palatine, IL, 60074; Not Investment-Related; 02/12/2011; 1 to 9 hours per month; 0 during trading hours / Illinois Womens Soccer League; Referee Girls Youth Soccer Games; Referee Girls Youth Soccer Games; PO Box 808, , West Dundee, IL, 60118; Not Investment-Related; 02/12/2011; 1 to 9 hours per month; 0 during trading hours / Larson Wealth Management; Managing Partner; Manage advisory business; 619 W Main St, , St Charles, IL, 60174; Investment-Related; 01/05/2026; 60 hours per month; 60 during trading hours.

Exams

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

Other Names

• Martin Thomas Friel
• Martin Friel
• Martin Thomas Friel