Denise R Avery

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

• 06/2012 → Present
  Ameriprise Financial Services, Llc
  Hutchinson, KS

Previous Registrations

• 1997-12-19 → 2012-03-02
  Ameriprise Financial Services, Llc
  Hutchinson, KS
  Hutchinson, KS
  Wichita, KS
  Hutchinson, KS

Other Businesses

Business Ownership; Memory Lane Antiques; Co-owner; Retail; 123 S Main, , Hutchinson, KS, 67501; Not Investment-Related; 10/31/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; SCC Holdings LLC; Associate Financial Advisor within the practice, handling my clients and working with the other advisors in the practice to do transactions, financial planning and other service tasks for clients as needed.; Manage advisory business; 2716 W 210th Dr, , Natoma, KS, 67651; Investment-Related; 05/28/2025; 60 hours per month; 60 during trading hours. Other Business Activities; Farming and Livestock; Baling and selling hay for feed. Raising livestock for food or sale (beef, hogs, goats, and sheep).; 6301 E 43rd Ave, Hutchinson, KS, , Hutchinson, KS, 67502; Not Investment-Related; 05/01/2004; 10 to 19 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-03-25

Other Names

• Denise Nerad
• Denise Avery
• Denise Rae Avery