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Melissa Ann Mchagan

Ameriprise Financial Services, LLC

Louisville, KY

Louisville, KY

CRD 7231565

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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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2023-11-17
  • KY RA
    APPROVED
    Since 2023-11-17

Branch Locations

Louisville, KY • United States

805 N Whittington Pkwy Ste 100, Louisville, KY 40222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Louisville KY 02/2020 09/2024
Chittick Insurance Louisville KY 03/2018 02/2020
Unemployed Louisville KY 12/2017 03/2018
Mcelya Insurance Evansville IN 09/2015 12/2017
Ameriprise Financial Services, Llc Louisville KY 09/2024 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-14
  • S66 Uniform Combined State Law Examination
    2023-11-14
Other Names
  • Melissa Ann Mcadams

View on SEC IAPD

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