William Meneses

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

• 05/2026 → Present
  Ameriprise Financial Services, Llc
  Chesterfield, MO
• 06/2019 → 03/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 06/2019 → 03/2024
  Bank Of America, N.A.
  Houston, TX
• 12/2017 → 06/2019
  U.S. Bank National Association
  Columbia, MO
• 12/2016 → 12/2017
  Central Bank
  Columbia, MO
• 07/2015 → 08/2017
  Flat Branch Pub & Brewing
  Columbia, MO
• 08/2013 → 12/2016
  Central Methodist University
  Fayette, MO
• 03/2024 → 04/2026
  Impact Partnership Wealth, Llc
  Marietta, GA
• 03/2024 → 04/2026
  Aul Financial Group
  Chesterfield, MO

Previous Registrations

• 2024-04-18 → 2026-03-31
  Impact Partnership Wealth, Llc
  Marietta, GA
  Chesterfield, MO
• 2020-12-04 → 2024-03-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
  New York, NY
  Houston, TX
  Houston, TX
  Frontenac, MO

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-08-05
• S66 Uniform Combined State Law Examination
  2020-12-02

Other Names

• William Meneses
• William German Meneses
• William German Meneses Herrada