Thomas Findley Benkovich

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:

Current Employers

Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-04-28
PA	RA	APPROVED	2003-07-29
MD	RA	APPROVED	2002-04-09

TX RA
APPROVED

Since 2025-04-28
PA RA
APPROVED

Since 2003-07-29
MD RA
APPROVED

Since 2002-04-09

Branch Locations

4661 Trindle Rd Ste 300, Camp Hill, PA 17011-5603 • United States

Harrisburg, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Camp Hill	PA	09/2005	03/2020
Ameriprise Financial Services, Llc	Camp Hill	PA	03/2020	Present

09/2005 → 03/2020

Ameriprise Financial Services, Inc.

Camp Hill, PA
03/2020 → Present

Ameriprise Financial Services, Llc

Camp Hill, PA

Other Businesses

Real Estate Ownership; Single Family; 120 Hopkins Rd, , Chester, MD, 21619; Not Investment-Related; 09/01/2012. Business Ownership; Thomas F Benkovich LLC; strategic planning and staff management; legal entity established to manage my Ameriprise practice; 4729 Mountain View Rd, , Harrisburg, PA, 17110; Not Investment-Related; 07/01/2016; 10 to 19 hours per month; 1 to 9 during trading hours.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1990-05-02

S63 Uniform Securities Agent State Law Examination

1990-05-02

Designations

Certified Financial Planner

View on SEC IAPD