Emma Lenfest

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

• 07/2025 → Present
  Ameriprise Financial
  Charlotte, NC
• 12/2024 → 07/2025
  Unemployed
  Charlotte, NC
• 07/2021 → 12/2024
  Clemson University
  Clemson, SC
• 06/2022 → 07/2023
  Antioch Recreational
  Antioch, CA
• 06/2017 → 07/2021
  Liberty High School
  Brentwood, CA
• 07/2015 → 06/2017
  Excelsior Middle School
  Byron, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-12-20

Other Names

• Emma Lenfest