Isaac Deichmann

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

• 08/2021 → Present
  Ameriprise Financial Services, Llc
  Norfolk, NE
• 05/2018 → 08/2021
  Black Cow Fat Pig
  Norfolk, NE
• 01/2012 → 05/2018
  Student
  Norfolk, NE

Other Businesses

Outside Employment; Bedrock Holdings; Client Service Specialist - Provide client service and administrative support for the Ameriprise Financial Practice; ; 208 5th St Suite A, , Norfolk, NE, 68701; Investment-Related; 10/01/2022; 60 hours per month; 60 during trading hours / Bedrock Holdings, LLC; Registered Team Member- Advisor; Manage advisory business; 208 n 5th st, , Norfolk, NE, 68701; Investment-Related; 10/01/2022; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-30
• S63 Uniform Securities Agent State Law Examination
  2022-11-23