Phillip Bruce Erickson

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

• 10/2025 → Present
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 07/2025 → 10/2025
  Unemployed
  Shoreview, MN
• 05/2012 → 07/2025
  Mounds View Public Schools
  New Brighton, MN
• 09/2009 → 06/2022
  Concordia University - St. Paul
  St. Paul, MN
• 03/2019 → 07/2024
  Anoka Hennepin School District
  Anoka, MN

Other Businesses

Other Business Activities; Professional Disc Golf Association (PDGA); I will be playing in disc golf tournaments where is a potential for me to win money so I want to disclose. They are all in the state of MN with a couple potentially in Wisconsin.; 2800 70th St E, , Inver Grove Heights, MN, 55076; Not Investment-Related; 04/26/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2026-01-22

Other Names

• Phill Bruce Erickson