Robert F Ahlgrim

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

• 06/2025 → Present
  Ameriprise Financial Services, Llc
  Indianapolis, IN
• 06/2023 → 01/2025
  Purdue University
  West Lafayette, IN
• 12/2021 → 12/2022
  The Home Depot
  Noblesville, IN
• 06/2015 → 05/2021
  Student
  Noblesville, IN
• 07/2020 → 12/2021
  Joes Butcher Shop
  Carmel, IN
• 05/2022 → 05/2025
  Student
  West Lafayette, IN

Exams

• S66 Uniform Combined State Law Examination
  2025-12-19

Other Names

• Bert Fredrick Ahlgrim
• Robert F Ahlgrim
• Robert Fredrick Ahlgrim
• Robert Ahlgrim