Lou Ann Matossian

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

• 01/2019 → 02/2020
  Morgan Stanley
  Bloomington, MN
• 09/2016 → 01/2019
  St. Sahag Armenian Church
  Saint Paul, MN
• 10/2016 → 02/2018
  The American College Of Financial Services
  Bryn Mawr, PA
• 01/2018 → 06/2018
  Womenventure
  Minneapolis, MN
• 05/2017 → 02/2018
  Indiana University-Lilly Family School Of Philanthropy
  Indianapolis, IN
• 12/2015 → 09/2016
  Williams-Sonoma
  Edina, MN
• 04/2019 → 02/2020
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 02/2020 → 05/2020
  Unemployed
  Minneapolis, MN
• 05/2020 → 02/2023
  Fidelity Brokerage Services Llc
  Edina, MN
• 02/2023 → Present
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Previous Registrations

• 2020-06-11 → 2021-06-11
  Fidelity Personal And Workplace Advisors
  Edina, MN
• 2019-03-22 → 2020-02-10
  Morgan Stanley
  Bloomington, MN

Other Businesses

Board of Directors; Parish Council; Parish Council Alternate; 603 N Howell St, , Saint Paul, MN, 55104; Not Investment-Related; 04/01/2025; 10 to 19 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-22

Designations

• Certified Financial Planner

Other Names

• Lou Ann Matossian
• Lou Ann Matossian
• Lou Ann Matossian
• Lou Ann Ann Matossian