Paul Charles Wyand

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Rochester, NY
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Rochester, NY

Other Businesses

Business Ownership; pcw consulting; Owner; Manage Ameriprise Business; 1266, , penfield, NY, 14526; Investment-Related; 01/01/2019; 40 to 59 hours per month; 40 to 59 during trading hours. Board of Directors; Oakwood Cemetary Board; Member; 1975 Baird Rd.Penfiled, NY 14526, , penfield **, NY, 14526; Not Investment-Related; 11/24/2014; 10 to 19 hours per month; 0 during trading hours. Outside Employment; Council Rock Associates LLC; consultant for the development of advisors and management of the business; Manage advisory business; 90 linden oaks, suite 230, Rochester NY, NY, 14625; Investment-Related; 01/01/2019; 40 to 59 hours per month; 40 to 59 during trading hours / pcw consulting; Owner; Manage advisory business; 1266 whalen rd, , penfield, NY, 14526; Investment-Related; 01/01/2019; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-02-23

Designations

• Certified Financial Planner