Camden Wesley Miller

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

• 06/2016 → 05/2018
  Handel's Ice Cream
  Redondo Beach, CA
• 05/2018 → 09/2019
  Marymount California University
  Rancho Palos Verdes, CA
• 09/2019 → 07/2021
  Klean-Sweep Parking Lot Service, Inc.
  Torrance, CA
• 07/2021 → 03/2023
  Optimize Financial, Inc.
  Laguna Hills, CA
• 03/2023 → 10/2023
  Optimize Financial, Inc.
  Laguna Hills, CA
• 10/2023 → 03/2024
  Pruco Securities Llc
  Orange, CA
• 02/2024 → 03/2024
  The Prudential Insurance Company Of America
  Orange, CA
• 04/2024 → Present
  Ameriprise Financial Services, Llc
  San Dimas, CA

Previous Registrations

• 2024-02-23 → 2024-03-07
  Pruco Securities, Llc.
  Orange, CA
• 2023-03-17 → 2024-01-09
  Optimize Financial Inc.
  Irvine, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-12-13
• S65 Uniform Investment Adviser Law Examination
  2023-01-06

Other Names

• Camden W Miller
• Camden Miller
• Camden Wesley Miller