David Andrew Belding

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

• 11/2015 → 06/2018
  First Bank & Trust
  Lubbock, TX
• 06/2018 → 11/2021
  Momentum Independent Network
  Lubbock, TX
• 11/2021 → Present
  Ameriprise Financial Services, Llc
  Lubbock, TX

Other Businesses

Outside Employment; Golden Circle Financial Group, LLC; Active role in planning, performing annual reviews, and insurance needs for the clients.; As an Associate Financial Advisor at Golden Circle Financial Group It has been brought to my attention that I get paid from the Golden Circle Financial Group, LLC and therefore is classified as outside employment.; 3223 S. Loop 289 Ste 310, , Lubbock, TX, 79423; Not Investment-Related; 06/18/2018; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-21
• S63 Uniform Securities Agent State Law Examination
  2020-10-23

Other Names

• David Andrew Belding
• David A. Belding
• David Belding
• David A Belding