Katelin Elizabeth Mcsherry

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
TX	RA	APPROVED_RES	2024-10-17
NH	RA	APPROVED	2023-01-13

TX RA
APPROVED_RES

Since 2024-10-17
NH RA
APPROVED

Since 2023-01-13

Branch Locations

Manchester, NH • United States

262 S River Rd Ste 201, Bedford, NH 03110 • United States

Merrimac, MA • 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	Bedford	NH	11/2018	Present
Saint Anselm College	Manchester	NH	03/2011	05/2020

11/2018 → Present

Ameriprise Financial Services, Llc

Bedford, NH
03/2011 → 05/2020

Saint Anselm College

Manchester, NH

Other Businesses

Board of Directors; Stay Work Play Executive Committee; Treasurer; 235 Hanover St, #1, Manchester, NH, 03104; Investment-Related; 12/05/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; RPWM Partners LLC; Financial Advisor - Financial Advisor; ; 262 South River Road, Suite 201, , Bedford, NH, 3110; Investment-Related; 02/02/2023; 60 hours per month; 60 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-01

S66 Uniform Combined State Law Examination

2021-07-01

Other Names

Katelin Mcsherry

View on SEC IAPD