Andrew O'BAnnon Alltop

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

• 08/2017 → 05/2018
  Albion College Student Learning Support Center
  Albion, MI
• 05/2018 → 08/2019
  Unemployed
  Grosse Pointe, MI
• 08/2014 → 05/2018
  Albion College
  Albion, MI
• 09/2018 → 08/2021
  Michigan Financial Companies
  Southfield, MI
• 08/2019 → 08/2021
  Royal Alliance
  Southfield, MI
• 12/2021 → Present
  Ameriprise Financial Services, Llc
  Troy, MI
• 08/2021 → 12/2021
  Unemployed
  Grosse Pointe, MI

Previous Registrations

• 2019-09-25 → 2021-09-24
  Osaic Wealth, Inc.
  Southfield, MI

Other Businesses

Outside Employment; Bedrock Acquisitions, LLC; Financial Planning Analyst - My role as a financial planning analyst is to build financial plans for Ameriprise advisors. I will be receiving client data and then modeling that with financial planning software. The advisors will then review the plans with me before presenting them to their clients.; Financial Planning Analyst - My role as a financial planning analyst is to build financial plans for Ameriprise advisors. I will be receiving client data and then modeling that with financial planning software. The advisors will then review the plans with me before presenting them to their clients.; 5440 Corporate Drive, Suite 205 , Troy, MI, 48098; Investment-Related; 06/30/2025; 40 to 59 hours per month; 20 to 39 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-20

Other Names

• Andrew O'BAnnon Alltop
• Andrew Obannon Alltop
• Andrew Alltop