Andrew Paul Latino

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

• 11/2024 → Present
  Ameriprise Financial Services, Llc
  Madison, WI
• 01/2015 → 06/2020
  Rockford Boylan Highschool
  Rockford, IL
• 08/2020 → 12/2021
  Carroll University
  Waukesha, WI
• 06/2020 → 08/2020
  Mauh-Nah-Tee-See Country Club
  Rockford, IL
• 05/2023 → 08/2023
  Midwest Financial Associates
  Rockford, IL
• 05/2021 → 08/2021
  Mauh-Nah-Tee-See Country Club
  Rockford, IL
• 12/2021 → 05/2022
  Rock Valley Community College
  Rockford, IL
• 05/2022 → 08/2022
  Mauh-Nah-Tee-See Country Club
  Rockford, IL
• 08/2022 → 05/2024
  Illinois State University
  Rockford, IL
• 05/2024 → 07/2024
  Unemployed
  Winter Garden, FL
• 07/2024 → 08/2024
  5/3 Bank
  Winter Garden, FL
• 07/2024 → 11/2024
  Unemployed
  Rockford, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-05-23