Amelia Ruth Beukers

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
  Salt Lake City, UT
• 06/2017 → 08/2021
  Paychex
  Provo, UT
• 03/2014 → 06/2017
  Equinox It Services
  Orem, UT

Other Businesses

Other Business Activities; Writing non-financial fiction; Occasional "hobby writing" for competitions and profit; 1794 W Eaglewood Dr, N201, Saratoga Springs, UT, 84045; Not Investment-Related; 03/01/2025; 10 to 19 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-19

Other Names

• Amelia Ruth Western