Kimberly Pritts

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

• 10/2020 → 03/2025
  Fidelity Investments
  Albuquerque, NM
• 10/2019 → 12/2019
  Fitness Grill
  Yorba Linda, CA
• 01/2020 → 04/2020
  Cambridge English Instructor
  Rome
• 07/2016 → 06/2019
  Work Comp Resolutions
  Yorba Linda, CA
• 01/2017 → 06/2018
  The Rockefeller
  Hermosa Beach, CA
• 04/2020 → 10/2020
  Unemployed
  Albuquerque, NM
• 08/2015 → 06/2019
  Northwest University
  Kirkland, WA
• 07/2019 → 09/2019
  Unemployed
  Yorba Linda, CA
• 03/2025 → 09/2025
  Fidelity Investments
  Boston, MA
• 03/2026 → Present
  Ameriprise Financial Services, Llc
  Lisle, IL
• 10/2025 → 02/2026
  Unemployed
  Chicago, IL

Previous Registrations

• 2025-03-31 → 2025-10-02
  Strategic Advisers Llc
  Arlington, VA
  Arlington, VA
  Boston, MA
• 2022-08-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Arlington, VA

Exams

• S66 Uniform Combined State Law Examination
  2022-08-05
• S63 Uniform Securities Agent State Law Examination
  2021-04-11

Other Names

• Kimberly Michelle Pritts
• Kimber Pritts
• Kimberly Pritts