William Scott Nason

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

• 11/2025 → Present
  Ameriprise Financial Services, Llc
  Winston-Salem, NC
• 05/2023 → 11/2025
  Freeman Commercial Real Estate
  Winston-Salem, NC
• 12/2021 → 04/2023
  University Of Alabama
  Tuscaloosa, AL
• 09/2021 → 12/2021
  Filling Station And Harry's Bar
  Tuscaloosa, AL
• 08/2019 → 09/2021
  University Of Alabama
  Tuscaloosa, AL
• 08/2016 → 07/2019
  Reagan High School
  Pfafftown, NC

Exams

• S66 Uniform Combined State Law Examination
  2026-02-05

Other Names

• William Scott Nason