Donald Edward Torres

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

• 07/1991 → 03/2020
  Ameriprise Financial Services, Inc.
  Glendora, CA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Irvine, CA

Other Businesses

Independent Insurance Brokering; Blue Shield; 01/17/2023; / healthnet; 02/01/2003; Health / Humana; 04/06/1999; . Business Ownership; Memento Footwear LLC; Owner; I will be making handmade footwear, and clothing, as well as consulting with various boot brands nationally; 13312 Danvers Way, , Westminster, CA - 92683, CA, 92683; Not Investment-Related; 12/31/2024; 10 to 19 hours per month; 0 during trading hours / RPWM Partners, LLC; Owner; Manage Ameriprise Business; 262 River Rd Suite 201, , Bedford, NH, 03110; Investment-Related; 04/08/2010; 1 to 9 hours per month; 1 to 9 during trading hours / Rise Tax Strategies LLC; Co-owner; Tax Preparation; PO Box 847, , Merrimak, NH, 03054; Not Investment-Related; 10/15/2025; 0 hours per month; 0 during trading hours. Board of Directors; Unidos en Amor Marriage Ministry; Board Member; 10310 Stagecoach Park Ct, , Colorado Springs, CO, 80924-4489; Not Investment-Related; 01/31/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; RPWM Partners LLC; Co-owner; Manage advisory business; 262 South River Road, , Bedford, NH, 03110; Investment-Related; 07/01/2025; 60 hours per month; 60 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-10-08