Destinee Breann Dehart

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

• 05/2019 → Present
  Ameriprise Financial Services, Llc
  Plano, TX
• 08/2016 → 12/2019
  Dallas Baptist University
  Dallas, TX
• 04/2017 → 10/2017
  Dallas Baptist University
  Dallas, TX
• 06/2018 → 07/2018
  Ulta Beauty
  Rockwall, TX
• 08/2016 → 05/2019
  Jour Salon And Spa
  Rockwall, TX

Other Businesses

Outside Employment; Elevation Management Services, LLC; Associate Financial Advisor at an Ameriprise practice.; Manage advisory business; 6860 Dallas Parkway, STE 550, Plano, TX, 75024; Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-17

Other Names

• Destinee Dehart