William Edward Bredthauer

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

• 07/1992 → 03/2020
  Ameriprise Financial Services, Inc.
  Harrison, NY
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Hopewell Junction, NY

Other Businesses

Business Ownership; Nachauer Partners; Co-owner; Manage Ameriprise Business; 427 Bedford Rd, suite 110, Bedford, NY, 10570; Investment-Related; 09/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; High school Basketball referee; referee basketball -; ; home, ,; ; 12/01/1989; 1 to 9 hours per month; / Nachauer Partners; Co-owner; Manage advisory business; 427 Bedford Rd, Suite 110, Pleasantville, NY, 10570; Not Investment-Related; 09/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-17
• S63 Uniform Securities Agent State Law Examination
  1992-10-08

Designations

• Certified Financial Planner