Thomas Victor Valade

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.
  Livonia, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Livonia, MI

Other Businesses

Business Ownership; Advanced Advisors LLC; Contribute to the administration of the office; Real estate entity used to manage our financial planning practice (shared between AMPF 2 advisors); 19500 Victor Parkway Suite 450 Livonia, MI 48152, ,; Not Investment-Related; 07/31/2000; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Orchards Architectual Review Committee; Committee of neighbors who review exterior modification plans within the subdivision to maintain standards and safety.; 50444 Drakes Bay Drive, , Novi, MI, 48374; Not Investment-Related; 05/02/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-11
• S63 Uniform Securities Agent State Law Examination
  1990-09-05