Angela M Holt

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

• 09/2008 → 03/2020
  Ameriprise Financial Services, Inc.
  Abilene, KS
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Abilene, KS

Previous Registrations

• 2008-01-01 → 2008-07-03
  Wells Fargo Clearing Services, Llc
  Manhattan, KS
• 2006-09-13 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  Manhattan, KS

Other Businesses

Business Ownership; First Street Management Group, LLC; Business Operations; Used to manage ownership of Ameriprise Financial franchise; 101 S. Buckeye Ave, , Abilene, KS, 67410; Not Investment-Related; 08/01/2019; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Dickinson County 4-H Foundation; Board Member; 712 S Buckeye Ave, , Abilene, KS, 67410; Not Investment-Related; 02/01/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; First Street Management Group, LLC; Co-owner; Manage advisory business; 101 S. Buckeye Avenue, , Abilene, KS, 67410; Investment-Related; 07/01/2019; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-12

Other Names

• Angela M Owens