Scott Arthur Conan Notman

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

• 06/2019 → Present
  Ameriprise Financial Services, Llc
  Edina, MN
• 08/2016 → 07/2019
  Jimmy John's
  Savage, MN

Other Businesses

Outside Employment; Woelfle-Notman LLC; Co-owner; Manage advisory business; 8500 Normandale Lake Blvd., suite 1070, Bloomington, MN, 55437; Investment-Related; 08/01/2023; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2021-02-17