Gary William Chapman

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

• 10/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Minneapolis, MN
• 10/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Grand Rapids, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Grand Rapids, MI

Previous Registrations

• 2007-01-04 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Jenison, MI
  Grand Rapids, MI

Other Businesses

Outside Employment; YMCA; Bus Driver; Bus driving for after school programs with YMCA.; 1634 Plant Ave, , Waycross, GA, 31503; Not Investment-Related; 03/14/2024; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; Pickleball Coach; Independent pickleball instructor; 816 Griffith Cir, , Waycross, GA, 31503; Not Investment-Related; 10/02/2024; 10 to 19 hours per month; 1 to 9 during trading hours / Pickleball Referee; Pickleball Referee for tournaments, paid as an independent contractor.; 816 Griffith Cir, , Waycross, GA, 31503; Not Investment-Related; 09/30/2026; 10 to 19 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-28
• S63 Uniform Securities Agent State Law Examination
  2005-08-08