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Lori Parker Allegretto

Ameriprise Financial Services, LLC

Canfield, OH

North Lima, OH

CRD 2210454

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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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-07-26
OH RA APPROVED 1999-09-19
  • PA RA
    APPROVED
    Since 2024-07-26
  • OH RA
    APPROVED
    Since 1999-09-19

Branch Locations

4137 Boardman Canfield Rd Ste 109, Canfield, OH 44406 • United States

North Lima, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Canfield OH 12/1991 03/2020
Ameriprise Financial Services, Llc Canfield OH 03/2020 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-06-08
  • S63 Uniform Securities Agent State Law Examination
    1992-06-08
Designations
  • Certified Financial Planner
Other Names
  • Lori Parker Allebretto

View on SEC IAPD

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