Darren Bado

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

• 12/2018 → 03/2023
  Transitions Wealth Advisors
  San Jose, CA
• 11/2017 → 12/2018
  Rnp Advisory Services, Inc.
  Morgan Hill, CA
• 06/2016 → 05/2018
  Towne Business & Tax Services
  Los Gatos, CA
• 06/2016 → 05/2018
  Best Buy
  San Jose, CA
• 03/2021 → 03/2023
  Kestra Advisory Services, Llc
  San Jose, CA
• 11/2018 → 03/2023
  Kestra Investment Services, Llc
  San Jose, CA
• 03/2023 → 01/2024
  Bordeaux Wealth Advisors
  Menlo Park, CA
• 01/2024 → Present
  Ameriprise Financial Services, Llc
  Santa Clara, CA

Previous Registrations

• 2023-03-30 → 2024-01-12
  Bordeaux Wealth Advisors
  Menlo Park, CA
• 2021-03-17 → 2023-03-17
  Kestra Advisory Services, Llc
  Austin, TX
  San Jose, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-02-28
• S65 Uniform Investment Adviser Law Examination
  2023-05-12

Designations

• Certified Financial Planner

Other Names

• Darren Bado
• Darren Russell Bado