Edmon Lewin Rowell

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

• 08/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Indianapolis, IN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Indianapolis, IN

Other Businesses

Business Ownership; Rowell LLC; tax conduit, expense management; tax conduit, expense management; 1938 Spruce Dr, , Carmel, IN, 46033; Not Investment-Related; 01/02/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Northbound Solutions LLC; Established for purposes of shared operational infrastructure, expense management, and continuity planning among team members; Established for purposes of shared operational infrastructure, expense management, and continuity planning among team members; 2900 E 96th St Ste A, , Indianapolis, IN, 46240; Not Investment-Related; 01/02/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Freelance Musician; Musician -; Freelance, self-employed musician; 1938 Spruce Drive, , Carmel, IN, 46033; Not Investment-Related; 01/01/2015; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-04-06

Other Names

• Edmon Lewin Rowell