Benjamin Levi Lotterer

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

• 10/2018 → Present
  Ameriprise Financial Services, Llc
  Pittsburg, KS
• 03/2018 → 05/2019
  Labette Bank
  Pittsburg, KS
• 06/2019 → 06/2020
  Home Depot
  Pittsburg, KS
• 08/2017 → 03/2018
  Ernestos
  Parsons, KS
• 08/2016 → 05/2017
  Labette Community College
  Parsons, KS
• 05/2017 → 08/2017
  Freddys
  Pittsburg, KS
• 08/2016 → 05/2018
  Labette Community College
  Parsons, KS
• 08/2018 → 05/2020
  Pittsburg State University
  Pittsburg, KS

Other Businesses

Board of Directors; Vie Medical Clinic; Secretary; 909 E Centennial Dr Ste 6, , Pittsburg, KS, 66762; Not Investment-Related; 11/29/2022; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-04-14