Kyle J Boomgarden

Ameriprise Financial Services, LLC

CRD 7175868

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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:

Current Employers

Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2020-03-04

WI RA
APPROVED

Since 2020-03-04

Branch Locations

2501 W Beltline Hwy Ste 301, Madison, WI 53713 • United States

Fitchburg, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Inc	Madison	WA	09/2019	03/2020
Judy Schindel Cpa Inc	Cedar Falls	IA	06/2017	08/2019
University Of Northern Iowa	Cedar Falls	IA	08/2015	12/2018
Unemployed	Cedar Falls	IA	08/2019	09/2019
Ameriprise Financial Services, Llc	Madison	WI	03/2020	Present

09/2019 → 03/2020

Ameriprise Financial Services, Inc

Madison, WA
06/2017 → 08/2019

Judy Schindel Cpa Inc

Cedar Falls, IA
08/2015 → 12/2018

University Of Northern Iowa

Cedar Falls, IA
08/2019 → 09/2019

Unemployed

Cedar Falls, IA
03/2020 → Present

Ameriprise Financial Services, Llc

Madison, WI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-03-03

S66 Uniform Combined State Law Examination

2020-03-03

View on SEC IAPD

More in Madison, WI

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