Kaitlin Marie Foster Dubnansky

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

• 07/2019 → 03/2020
  Ameriprise Financial Services, Inc
  Plano, TX
• 08/2016 → 12/2019
  Texas A&M University
  College Station, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Plano, TX

Other Businesses

Outside Employment; Elevation Management Services, LLC; Associate Financial Advisor of Ameriprise practice; Manage advisory business; 6860 Dallas Pkwy, , Plano, TX, 75024; Investment-Related; 01/02/2020; 60 hours per month; 60 during trading hours. Other Business Activities; IRS VITA/TCE Volunteer; Trained to help low income families complete their tax returns at dedicated sites, free of charge; 2820 Swiss Ave, , Dallas, TX, 75204; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 0 during trading hours / Etsy Store; Etsy Store to sell apparel - baby and kid t-shirts and onesies; 509 Lake Weatherford, , McKinney, TX, 75071; Not Investment-Related; 07/17/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-30

Other Names

• Kaitlin Marie Foster