David Charles Provenzano

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.
  Tulsa, OK
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Tulsa, OK

Other Businesses

Real Estate Ownership; Commercial; 7712 South Yale Ave, , Tulsa, OK, 74136; Investment-Related; 07/29/2004. Business Ownership; Provenzano Group, LLC; ; Business set up to manage my Financial Advisory Practice; 7712 South Yale, Suite 250 Tulsa, OK 74136, ,; Not Investment-Related; 07/01/2011; 20 to 39 hours per month; 0 during trading hours / Strategic Resource Group, LLC; Co-owner; Manage Ameriprise Business; 4525 Edgewood, , Sapupla, OK, 74066; Investment-Related; 01/01/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Strategic Resource Group, LLC; Co-owner; Manage advisory business; 4525 Edgewood, , SAPULPA, OK, 74066; Investment-Related; 07/01/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-06-22

Designations

• Certified Financial Planner