Paul David Ambrosini

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

• 04/2015 → 01/2018
  Ameriprise Financial Services, Inc.
  Chicago, IL
• 01/2018 → 05/2018
  Sgl Financial, Llc
  Buffalo Grove, IL
• 07/2018 → 09/2018
  Ameriprise Financial Services, Inc.
  Elm Grove, WI
• 01/2020 → 03/2020
  H. Beck, Inc.
  Rockville, MD
• 10/2018 → 12/2019
  Self Employed
  Wads Worth, IL
• 03/2020 → 06/2021
  Self Employed
  Wadsworth, IL
• 06/2021 → Present
  Ameriprise Financial Services, Llc
  Schaumburg, IL

Previous Registrations

• 2020-02-05 → 2020-03-10
  Grove Point Investments, Llc
  Oak Brook, IL
• 2018-07-31 → 2018-09-26
  Ameriprise Financial Services, Llc
  Brookfield, WI
• 2018-01-16 → 2018-05-08
  Sgl Financial, Llc
  Buffalo Grove, IL
• 2015-04-28 → 2018-01-05
  Ameriprise Financial Services, Llc
  Chicago, IL
• 2015-01-20 → 2015-05-04
  Champion Advisory Services, Inc
  Arlington Hts, IL
• 2012-09-04 → 2013-02-12
  Firstmerit Advisors, Inc.
  Melrose Park, IL

Exams

• S66 Uniform Combined State Law Examination
  2011-03-31
• S63 Uniform Securities Agent State Law Examination
  1993-10-01

Other Names

• Paul David Ambrosini
• Paul Ambrosini