Megan J Viloria

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 → Present
  Ameriprise Financial Services, Llc
  Honolulu, HI
• 07/2019 → 08/2020
  Varsity Tutors
  Tempe, AZ
• 09/2018 → 03/2019
  Arizona Department Of Education
  Phoenix, AZ
• 05/2018 → 08/2018
  Tokyo International University Of America
  Salem, OR
• 03/2017 → 05/2018
  Willamette University Registrar's Office
  Salem, OR
• 06/2016 → 08/2017
  Body And Mind Spa
  Aiea, HI
• 10/2018 → 07/2019
  Rover
  Gilbert, AZ
• 08/2014 → 05/2018
  Willamette University
  Salem, OR

Other Businesses

Board of Directors; Pacific Buddhist Academy Alumni Board; Alumni Board Member; 1754 Lusitana St, , Honolulu, HI, 96813; Not Investment-Related; 02/06/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2021-02-02