Samuel Eric Courtney

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

• 11/2016 → 05/2022
  The Huntington National Bank
  Niles, MI
• 12/2018 → 12/2023
  The Huntington Investment Company
  Columbus, OH
• 05/2015 → 11/2016
  Cms Concrete
  Cassopolis, MI
• 05/2022 → 12/2023
  The Huntington National Bank
  Saint Joseph, MI
• 12/2023 → Present
  The Huntington Investment Company
  Columbus, OH
• 06/2026 → Present
  Ameriprise Financial Services, Llc
  Troy, MI

Other Businesses

NAME: Rental Property POSITION: Homeowner NATURE: INVESTMENT RELATED: No NUMBER OF HOURS: 0-5 SECURITIES TRADING HOURS: 0 START DATE: 12/18/2023 ADDRESS: 109 Haines Street Dowagiac MI 49047 DESCRIPTION: Working with current tenant to ensure home maintenance is kept up with and all necessary payments are made. NAME: House Flipping POSITION: NATURE: INVESTMENT RELATED: No NUMBER OF HOURS: 10-20 SECURITIES TRADING HOURS: 0 START DATE: 11/08/2023 ADDRESS: 305 Orchard Street Dowagiac MI 49047 DESCRIPTION: Complete necessary updates on home, maintain all financial payments, after completion of renovations completing the sale of the home.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-16
• S63 Uniform Securities Agent State Law Examination
  2019-05-23

Other Names

• Samuel Courtney