Lorie Jean Kirtz

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Buffalo Lake, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Buffalo Lake, MN

Other Businesses

Business Ownership; Kirtz Farms Inc; Co-owner; Farrow to wean hog operation; 46401 850 Ave, , Hector, MN, 55342; Not Investment-Related; 09/01/1996; 1 to 9 hours per month; 0 during trading hours. Board of Directors; St Johns Lutheran Parish Health; Board Member; 60929 110th St, , Hutchinson, MN, 55350; Not Investment-Related; 04/01/2016; 1 to 9 hours per month; 0 during trading hours / Buffalo Lake Area Business Association; Board member; PO Box 312, , Buffalo Lake, MN, 55314; Not Investment-Related; 01/01/2005; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Buffalo Lake EDA; Director; City of Buffalo Lake, economic development authority board; PO Box 23, , Buffalo Lake, MN, 55314; Not Investment-Related; 08/15/2012; 10 to 19 hours per month; 1 to 9 during trading hours / City of Hector; EMT-respond to a scene if a 911 call is made to assist sick, injured or unhealth people; Hector Ambulance, EMT; 301 Main ST S, PO Box 457, Hector, MN, 55342; Not Investment-Related; 03/01/2025; 10 to 19 hours per month; 0 during trading hours / City of Buffalo Lake/BL Ambulance; EMT -; Buffalo Lake ambulance; 132 Main St N, PO Box 13, Buffalo Lake, MN, 55314; Not Investment-Related; 01/05/2012; 10 to 19 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-11-07

Other Names

• Lorie Jean Kurth