Garrett Mitchell Southern

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

• 09/2019 → 03/2020
  Ameriprise Financial Services, Inc
  Columbia, MD
• 05/2015 → 07/2017
  Turf Valley Resort
  Ellicott City, MD
• 07/2017 → 09/2017
  Loftus Masonary
  Annapolis, MD
• 05/2018 → 08/2018
  Planning Solutions Group
  Fulton, MD
• 08/2015 → 06/2019
  York College Of Pa
  York, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Columbia, MD

Other Businesses

Outside Employment; CAWM Services, LLC; Paraplanner; Manage advisory business; 10025 Governor Warfield Parkway Suite 209, , Columbia, MD, 21044; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-06-13

Other Names

• Garrett Southern