Louis Tom Burnley

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Exton, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Exton, PA

Other Businesses

Business Ownership; L. Tom Burnley; ; The business was created to handle the payroll services of my practice.; 855 Springdale DriveSte 100Exton, PA 19341, ,; Not Investment-Related; 04/19/2011; 1 to 9 hours per month; 1 to 9 during trading hours / Mile Marker 255 LLC; Owner; Business Management company; 740Springdale Drive, Ste 205, Exton, PA, 19341; Not Investment-Related; 10/01/2018; 10 to 19 hours per month; 0 during trading hours. Board of Directors; killinger foundation; board member; 202 carter drive, , west chester, PA, 19382; Not Investment-Related; 12/01/2002; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Mile Marker 255, LLC; Owner and employee on payroll getting w-2 income and k-1; Marketing and management of business operations; 740 springdale drive, ste 205, exton, PA, 19341; Investment-Related; 11/01/2018; 10 to 19 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-03
• S63 Uniform Securities Agent State Law Examination
  1998-12-02

Designations

• Certified Financial Planner

Other Names

• L Tom Burnley