Barbara Ann Kreitsch

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

• 07/2006 → 03/2020
  Ameriprise Financial Services, Inc.
  Troy, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Troy, MI

Other Businesses

Business Ownership; Glidden Solutions Inc; Owner; LLC to manage employees that support financial advisory practice; 2855 Shirley , , Troy, MI, 48085; Investment-Related; 03/01/2024; 10 to 19 hours per month; 1 to 9 during trading hours / Greenspring Leasing LLC; Partner in the LLC; This LLC is being set up to lease shared space among 4 partners all Ameriprise Financial Advisors; 14374 Barton Dr, , Washington, MI, 48094; Not Investment-Related; 01/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Fiduciary Activities; successor of the successor trustee. Outside Employment; Glidden Solutions Inc; Administrative assistant - assist in the management of the office; Financial Advisory practice in which I am paid for administrative tasks; Tower Drive, , Troy, MI, 48098; Not Investment-Related; 03/02/2015; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-07-31

Other Names

• Barbara Ann Dutzy
• Barbara Ann Dutzy
• Barbara Kreitsch