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Angel Woo

Ameriprise Financial Services, LLC

Bellevue, WA

Everett, WA

CRD 7421340

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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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-01-31
  • WA RA
    APPROVED
    Since 2023-01-31

Branch Locations

310 120Th Ave Ne Ste 101, Bellevue, WA 98005 • United States

Everett, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Bellevue WA 08/2021 Present
Homemaking Everett WA 01/2020 08/2021
Ascent Capital Advisors Limited Hong Kong 08/2017 01/2020
The Chinese University Of Hong Kong Hong Kong 09/2013 08/2017
  • 08/2021 → Present
    Ameriprise Financial Services, Llc
    Bellevue, WA
  • 01/2020 → 08/2021
    Homemaking
    Everett, WA
  • 08/2017 → 01/2020
    Ascent Capital Advisors Limited
    Hong Kong
  • 09/2013 → 08/2017
    The Chinese University Of Hong Kong
    Hong Kong
Other Businesses

Real Estate Ownership; Multi-Family; 12718 35th Ave SE Apt A4, , Everett, WA, 98208; Not Investment-Related; 12/30/2021.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-30
  • S66 Uniform Combined State Law Examination
    2023-01-30

View on SEC IAPD

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