Joseph Houlihan

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

• 08/2024 → Present
  Ameriprise Financial Services, Llc
  Kingston, PA
• 01/2015 → 05/2020
  Abington Heights High School
  Clarks Summit Pa, PA
• 08/2020 → 05/2024
  Loyola University Maryland
  Baltimore, MD
• 05/2024 → Present
  Abington Youth Soccer
  Clarks Summit, PA

Other Businesses

Outside Employment; Abington Youth Soccer; Teaching soccer, running practices and coaching games; Soccer Coach; 1188 Winola Road, , South Abington Twp., PA, 18411; Not Investment-Related; 05/01/2024; 10 to 19 hours per month; 0 during trading hours / Premier Planning Wealth Advisors, LLC; Client Service specialist; Manage advisory business; 575 Pierce Street - Ste#102, , Kingston, PA, 18704; Investment-Related; 10/30/2025; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-09-10

Other Names

• Joe Thomas Houlihan
• Joseph Houlihan
• Joe Houlihan
• Joseph Thomas Houlihan