Thomas Palmersheim

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

• 09/2020 → 09/2020
  Ameriprise Financial Services Inc
  Plano, TX
• 09/2018 → 09/2020
  Self Employed Consultant
  Southlake, TX
• 04/2012 → 09/2018
  Amadeus It Group
  Miami, FL
• 03/2020 → 03/2020
  Ameriprise Financial Services, Llc
  Plano, TX
• 09/2020 → Present
  Ameriprise Financial Services, Llc.
  Plano, TX

Other Businesses

Outside Employment; Self/ Personal Consultancy; Consultant - Phone consultations on travel and technology; ; 1735 Weeping Willow Way, , Southlake, TX, 76092; Not Investment-Related; 11/01/2022; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-09

Other Names

• Tom Palmersheim
• Thomas Eric Palmersheim