Conrado Santiago

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.
  Orlando, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Orlando, FL

Other Businesses

Independent Insurance Brokering; Mass Mutual; 09/14/2015; / AXA; 01/30/2020; / American National; 09/01/2021; / Gerber; 09/01/2021; / John Hancock; 09/01/2021; / Protective; 09/01/2021; / Transamerica; 09/01/2021; / Lincoln Financial; 09/14/2015; Disability Income. Business Ownership; Practice Solutions Consolidated Group, LLC; Co-owner; Manage Ameriprise Business; 371 Foutain View Circle, , Alcoa, TN, 37701; Investment-Related; 08/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours / ELT Property Group, LLC; Co-owner; Real Estate; 1013 Centre Road, Suite 403S, , Wilmington, DE, 19805; Investment-Related; 10/02/2025; 0 hours per month; 0 during trading hours. Board of Directors; Prospera; Member of Finance & Audit Committee; 3201 E. Colonial Drive, , Orlando, FL, 32803; Investment-Related; 04/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-06-25

Designations

• Certified Financial Planner

Other Names

• Conrado Santiago