Gavin Parry

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
  Okemos, MI
• 06/2021 → 06/2025
  Children's Garden Early Learning Community
  Haslett, MI
• 06/2024 → 08/2024
  Plante Moran Financial Advisors
  East Lansing, MI
• 06/2023 → 11/2023
  Jackson National Life
  Okemos, MI
• 06/2020 → 06/2023
  Dewitt Golf Center
  Dewitt, MI
• 08/2007 → 06/2021
  Bath School District
  Bath, MI
• 08/2021 → 04/2025
  Michigan State University
  East Lansing, MI

Exams

• S66 Uniform Combined State Law Examination
  2025-09-08