Katala Anderson

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
  Minneapolis, MN
• 07/2014 → 10/2018
  Marcus Corporation
  Oakdale, MN
• 10/2017 → 12/2017
  Rose International
  Brooklyn Park, MN
• 08/2011 → 09/2017
  Turkey To Go (State Fair)
  St. Paul, MN
• 08/2017 → Present
  Moo Booth (Minnesota State Fair)
  St. Paul, MN
• 05/2016 → 11/2016
  Applebees
  Cottage Grove, MN
• 02/2018 → 10/2019
  Running Aces Racetrack And Casino
  Forest Lake, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Other Businesses

Outside Employment; Moo Booth; Special Events Manager - Supervising and coordinating events for the moo booth. I set up the stage and clean up after. I also help run the events and organize the supplies.; ; 1265 Snelling Ave N, , St. Paul, MN, 55108; Not Investment-Related; 08/16/2017; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-01-24

Other Names

• Katala Holycross