Joseph Anthony Green

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

• 08/2016 → 11/2021
  Thrivent Investment Management Inc
  Saint Joseph, MI
• 08/2016 → 12/2016
  Thrivent Financial
  Appleton, WI
• 12/2016 → 11/2021
  Thrivent Financial
  Appleton, WI
• 12/2021 → 12/2024
  Wolf Advisory Services, Llc
  St. Joseph, MI
• 12/2021 → 03/2025
  Usa Financial Securities
  Ada, MI
• 12/2024 → 03/2025
  Harbor Mission Financial Group
  St. Joseph, MI
• 03/2025 → Present
  Ameriprise Financial Services, Llc
  St. Joseph, MI

Previous Registrations

• 2021-12-01 → 2025-03-10
  Usa Financial Securities Llc
  St Joseph, MI
  Ada, MI
  St. Joseph, MI
• 2016-09-29 → 2021-12-02
  Thrivent Investment Management Inc.
  Detroit, MI
  Saint Joseph, MI
  Sodus, MI
  St Joseph, MI
  Kalamazoo, MI

Other Businesses

Independent Insurance Brokering; North American Company; 12/28/2023; Fixed Annuity / United of Omaha Life Insurance Company; 08/01/2022; Universal Life.

Exams

• S66 Uniform Combined State Law Examination
  2016-09-28

Other Names

• Joe Green
• Joseph A. Green
• Joseph Green
• Joe Anthony Green
• Joe A. Green