John Lee Sandberg

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

• 02/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Humble, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Humble, TX

Other Businesses

Real Estate Ownership; Single Family; 951 WOMMACK DR, , CRYSTAL BEACH, TX, 77650; Not Investment-Related; 02/14/2023. Business Ownership; SANDBAG'S ENDLESS SUMMER, LLC; MAINTAINING, CLEANING, & RENTING; VACATION RENTAL PROPERTY; 951 WOMMACK DRIVE, , CRYSTAL BEACH, TX, 77650; Not Investment-Related; 09/15/2022; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-24
• S63 Uniform Securities Agent State Law Examination
  1991-12-17

Other Names

• John Lee Sanberg
• John Leroy Sandberg