Kasey Lou Turnbull

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

Authority	Category	Status	Date
WA	RA	APPROVED	2022-04-05

WA RA
APPROVED

Since 2022-04-05

Branch Locations

Spokane, WA • United States

309 E Farwell Rd Ste 300, Spokane, WA 99218 • 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

Organization	City	State	From	To
Ameriprise Financial Services, Llc	Spokane	WA	09/2021	Present
The Tin Roof	Spokane	WA	09/2020	09/2021
Omnicare	Spokane	WA	06/2000	09/2021

09/2021 → Present

Ameriprise Financial Services, Llc

Spokane, WA
09/2020 → 09/2021

The Tin Roof

Spokane, WA
06/2000 → 09/2021

Omnicare

Spokane, WA

Other Businesses

Outside Employment; Treehouse Management Services, LLC; Associate Financial Advisor; Treehouse Management Services, LLC is the holding company for our practice.; 309 W Farwell, # 300, Spokane , WA, 99218; Investment-Related; 03/03/2025; 60 hours per month; 60 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-31

S66 Uniform Combined State Law Examination

2022-03-31

Other Names

Kasey Lou Reynolds
Kasey Turnbull

View on SEC IAPD