David Eric Lobacz

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.
  Olney, IL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Olney, IL

Other Businesses

Other Business Activities; Notary Public / State of Illinois; Certified with the State of Illinois, in Richland County to do the duties required to act as a Notary Public.; 801 S West Street Suite 111Olney, IL 62450, ,; ; 08/16/2010; 0 hours per month; .

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-06-27

Designations

• Certified Financial Planner

Other Names

• Dave Lobacz