Brian Friestman

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

• 03/2019 → 07/2023
  Edward Jones
  St Louis, MO
• 11/2017 → 03/2019
  Gama Aviation
  Shelton, CT
• 06/2017 → 01/2018
  Envoy Air
  Irving, TX
• 07/2016 → 05/2017
  Amazon
  Moreno Valley, CA
• 08/2023 → Present
  Ameriprise Financial Services, Llc
  Irvine, CA

Previous Registrations

• 2019-05-06 → 2023-08-04
  Edward Jones
  Ontario, CA
  St Louis, MO
  San Clemente, CA
  San Clemente, CA
  San Clemente, CA
  Ladera Ranch, CA

Other Businesses

Business Ownership; Lone Wolf Realty, LLC; Owner; Real Estate; 777 W Jefferson St, Ste 408, Milwaukee, WI, 53202; Investment-Related; 05/21/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2019-05-03

Designations

• Certified Financial Planner

Other Names

• Brian Edward Friestman