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Wesley Trunell

Ameriprise Financial Services, LLC

Cumming, GA

Alpharetta, GA

Cumming, GA

CRD 7181402

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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

AuthorityCategoryStatusDate
GA RA APPROVED 2025-12-02
TX RA APPROVED 2025-12-01
  • GA RA
    APPROVED
    Since 2025-12-02
  • TX RA
    APPROVED
    Since 2025-12-01

Branch Locations

Cumming, GA • United States

11175 Cicero Dr Ste 450, Alpharetta, GA 30022-1166 • United States

Cumming, GA • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 10/2019 12/2025
Phelan Hallinan Diamond & Jones Pllc Philadelphia PA 04/2002 08/2019
Ameriprise Financial Services, Llc Alpharetta GA 12/2025 Present
Previous Registrations
  • 2020-02-25 → 2025-12-02
    Edward Jones
    Cumming, GA
    St Louis, MO
    Cumming, GA
    Cumming, GA
    Woodstock, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-22
  • S66 Uniform Combined State Law Examination
    2020-02-22
Other Names
  • Wesley Johnson Trunell

View on SEC IAPD

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