Mackenzie Leigh Tice

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

• 07/2021 → Present
  Ameriprise Financial Services, Llc
  Indianapolis, IN
• 09/2020 → 07/2021
  Adesa
  Carmel, IN
• 10/2018 → 05/2020
  Torrid
  Lafayette, IN
• 02/2020 → 05/2020
  Boiler Financial Track
  West Lafayette, IN
• 06/2020 → 09/2020
  Metal Exteriors
  Indianapolis, IN
• 08/2015 → 05/2020
  Purdue University
  West Lafayette, IN

Other Businesses

Outside Employment; TGG Operations LLC; Financial Advisor; Manage advisory business; 8945 N Meridian St, , Indianapolis, IN, 46260; Investment-Related; 07/19/2021; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-02