William Edward Snelson

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

• 11/2002 → 05/2018
  Wells Fargo Investments, Llc
  Long Beach, CA
• 12/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Los Angeles, CA
• 11/2016 → 05/2018
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA
• 05/2018 → 03/2020
  Ameriprise Financial Services Inc
  Los Angeles, CA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Los Angeles, CA

Previous Registrations

• 2014-01-01 → 2018-05-31
  Wells Fargo Clearing Services, Llc
  Beverly Hills, CA
  Los Angeles, CA
  Los Angeles, CA
• 2003-04-29 → 2005-05-18
  Wells Fargo Investments, Llc
  Long Beach, CA

Other Businesses

Real Estate Ownership; Single Family; 1015 Poplar Ridge Run, , Alpharetta, GA, 30009; Investment-Related; 03/22/2024. Fiduciary Activities; Executor. Other Business Activities; Deepr - Push Through Innovation Corp; Music enhancement app; 361 Hermitage Ct SWMarietta GA 30064, ,; Not Investment-Related; 04/10/2018; 0 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-12-27
• S63 Uniform Securities Agent State Law Examination
  1991-04-19

Other Names

• William E Snelson