Karen J Mariani

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

• 06/2008 → 03/2020
  Ameriprise Financial Services, Inc.
  St. Louis, MO
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Manchester, MO

Previous Registrations

• 2008-01-01 → 2008-06-27
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
• 2003-12-03 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  St. Louis, MO
  St. Louis, MO

Other Businesses

Board of Directors; Church Council; Parkway United Church of Christ Council Member; Parkway United Church of Christ, 2841 N. New Ballas Road, St. Louis, MO, 63131; Not Investment-Related; 06/15/2025; 10 to 19 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-11-19
• S63 Uniform Securities Agent State Law Examination
  1993-07-15

Other Names

• Karen Janelle Scullymariani
• Karen J Mariani
• Karen Janelle Scully
• Karen J Mariani
• Karen J Mariani
• Karen Janelle Scully-Mariani