Bradley Lynn Melby

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

• 07/1990 → 03/2020
  Ameriprise Financial Services, Inc.
  New Brighton, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Arden Hills, MN

Other Businesses

Real Estate Ownership; Single Family; 6505 215th Ave NWNowthen, MN 55330, ,; Not Investment-Related; 11/18/2013. Business Ownership; Arden Rose Group, LLC; My role in Consulting is to facilitate the income and expenses of this entity, report to owners, provide updates and information to the CPA preparing P/L and Tax Reporting.; Consulting and Organizational Structure; 3900 Northwoods Drive, Suite 150, , Arden Hills, MN, 55112; Not Investment-Related; 08/15/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Lane III; Owner of original story rights. Report expenses to CPA firm. No activity has happened for a few years.; Production Company for a single Independent Film; 3337 Interlachen Drive NE, , Ham Lake, MN, 55304; Not Investment-Related; 01/03/2005; 1 to 9 hours per month; 0 during trading hours / Pine Circle Partners, LLC; Co-owner; Manage Ameriprise Business; 3900 Northwoods Drive, Suite 150, , Arden Hills, MN, 55112; Not Investment-Related; 08/15/2022; 10 to 19 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-10-12
• S63 Uniform Securities Agent State Law Examination
  1990-08-31

Designations

• Certified Financial Planner