William Perry Foster

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.
  Glendale, CA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Glendale, CA

Previous Registrations

• 1997-05-15 → 2003-06-16
  Ameriprise Financial Services, Llc
  Reno, NV

Other Businesses

Business Ownership; Rise Tax Strategies, LLC; Co-owner; Tax Preparation; PO Box 847, , Merrimack, NH, 03054; Not Investment-Related; 10/16/2025; 0 hours per month; 0 during trading hours / RPWM Partners, LLC; Owner; Manage Ameriprise Business; 262 S. River Rd, Suite 201, Bedford, NH, 03110; Investment-Related; 08/29/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Class Education Foundation; President; 27000 Weyerhaeuser Way, , Santa Clarita, CA, 91351; Not Investment-Related; 05/23/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; RPWM Partners LLC; Financial advisor; Manage advisory business; 262 S River Rd Suite 201, , Bedford, NH, 03110; Investment-Related; 09/01/2024; 60 hours per month; 60 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-03-07

Designations

• Certified Financial Planner

Other Names

• William P Foster