Spencer Joseph Burkert

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

• 05/2020 → Present
  Ameriprise Financial Services, Llc
  Greensburg, IN
• 05/2019 → 08/2019
  Hillenbrand, Inc.
  Batesville, IN
• 03/2018 → 05/2019
  Mubea North America
  Florence, KY
• 05/2017 → 08/2017
  Greensburg Community Schools
  Greensburg, IN
• 08/2016 → 05/2020
  University Of Cincinnati
  Cincinnati, OH
• 03/2020 → 05/2020
  Aldi Supermarket
  Greensburg, IN

Other Businesses

Board of Directors; Decatur County Memorial Hospital Foundation Board; Member; 720 N Lincoln St, , Greensburg, IN, 47240; Not Investment-Related; 02/21/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Decatur County Family YMCA; Board Member; 1 YMCA Way, , Greensburg, IN, 47240; Not Investment-Related; 03/15/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; AM Messer Partners; Associate Financial Advisor - Associate Financial Advisor for Ameriprise Financial. Investment Management, Financial Planning, Life Insurance, etc.; Financial Advice; 101 S. East St., , Greensburg, IN, 47240; Investment-Related; 05/04/2020; 40 to 59 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-14