Angelia Wallace Thomas

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.
  Omaha, NE
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Omaha, NE

Other Businesses

Real Estate Ownership; Commercial; 464 S. Court St, , Montgomery, AL, 35117; Not Investment-Related; 01/01/2024. Business Ownership; athoma, jgleyde LLC; ; LLC for employees.; 17310 Wright St, Ste102Omaha, NE68130, ,; ; 05/14/2012; 1 to 9 hours per month; / MAT Family Realty; Owner; Plan to purchase real estate; 4401 Longview St, , Bellevue, NE, 68123; Investment-Related; 04/08/2022; 1 to 9 hours per month; 0 during trading hours / Momentum Partners, LLC; management; See answer in item 3.3.9 above; 11819 Miracle Hill, , Omaha, NE, 68154; Investment-Related; 08/01/2022; 1 to 9 hours per month; 0 during trading hours / Northstar Holdings,LLC; Management; Part time manging advisors of the franchise; 11819 Miracle Hills, Ste.101, , Omaha, NE, 68154; Investment-Related; 10/15/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Prescription duct cleaing; Co-owner; Heating/Air installation and service, and duct cleaning.; 464 S. Court St, , Montgomery, AL, 36117; Not Investment-Related; 01/10/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Momentum Partners LLC; shareholder - Management; ; 11819 Miracle Hills, Ste 101, , Omaha, NE, 68154; Investment-Related; 08/01/2022; 1 to 9 hours per month; 0 during trading hours / Northstar Holding LLC; Shareholder - Manageing advisors and business of the franchise; ; 11819 Miracle Hills Dr.. Suite 101, , Omaha, NE, 68154; Investment-Related; 10/15/2022; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-01-12

Other Names

• Angelia Wallace
• Angelia Wallace Thomas