Stephanie Feldman

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

• 09/2021 → 04/2025
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 04/2019 → 09/2021
  Health Talks Online/Health Means
  Evergreen, CO
• 04/2017 → 10/2018
  Chris Kresser, Llc
  Evergreen, CO
• 05/2014 → 09/2021
  Brain + Body Health Coaching
  Evergreen, CO
• 11/2014 → 04/2017
  Functional Medicine Coaching Academy
  Evergreen, CO
• 06/2025 → Present
  Ameriprise Financial Services, Llc
  Edina, MN

Previous Registrations

• 2022-08-22 → 2025-04-25
  Ameriprise Financial Services, Llc
  Minneapolis, MN
  Chicago, IL
  Tucson, AZ

Other Businesses

Fiduciary Activities; Trustee. Outside Employment; Integrate Wealth Management; Associate Financial Advisor; Manage advisory business; 7701 France Ave S, Suite 675, Edina, MN, 55435; Investment-Related; 06/09/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-22
• S63 Uniform Securities Agent State Law Examination
  1998-03-30

Other Names

• Stephanie Lynn Feldman
• Stephanie Feldman
• Stephanie L Feldman