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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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-11-06
  • MI RA
    APPROVED
    Since 2025-11-06

Branch Locations

700 Tower Dr Ste 200, Troy, MI 48098-2839 • United States

Lake Orion, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Troy MI 05/2025 Present
Panera Bread Co. Auburn Hills MI 02/2019 03/2020
Orion Keg & Wine Lake Orion MI 06/2020 08/2021
Gaytan Construction Inc. Lake Orion MI 05/2022 08/2022
Gaytan Lawn Care Lake Orion MI 05/2023 08/2023
Jackson East Lansing MI 03/2024 05/2024
Gfl Enviromental Inc. Southfield MI 05/2024 08/2024
Lake Orion High School Lake Orion MI 09/2017 06/2021
Michigan State University East Lansing MI 08/2021 05/2025
Waldon Middle School Lake Orion MI 09/2014 06/2017
  • 05/2025 → Present
    Troy, MI
  • 02/2019 → 03/2020
    Panera Bread Co.
    Auburn Hills, MI
  • 06/2020 → 08/2021
    Orion Keg & Wine
    Lake Orion, MI
  • 05/2022 → 08/2022
    Gaytan Construction Inc.
    Lake Orion, MI
  • 05/2023 → 08/2023
    Gaytan Lawn Care
    Lake Orion, MI
  • 03/2024 → 05/2024
    Jackson
    East Lansing, MI
  • 05/2024 → 08/2024
    Gfl Enviromental Inc.
    Southfield, MI
  • 09/2017 → 06/2021
    Lake Orion High School
    Lake Orion, MI
  • 08/2021 → 05/2025
    Michigan State University
    East Lansing, MI
  • 09/2014 → 06/2017
    Waldon Middle School
    Lake Orion, MI
Other Businesses

Outside Employment; Glidden Solutions Inc; Glidden Solutions Inc is the LLC that is used to manage employees that support the financial advisory practice of Glidden & Kreitsch Wealth Management. Glidden Solutions Inc is the LLC that pays me my salary for working for Glidden & Kreitsch Wealth Management.; Manage advisory business; 700 Tower Dr Ste 200, , Troy, MI, 48085; Investment-Related; 06/02/2025; 0 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-30
  • S66 Uniform Combined State Law Examination
    2025-10-30
Other Names
  • Rodrigo Gaytan
  • Rodrigo Gaytan Jr.

View on SEC IAPD

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