Scott Edward Schalk

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Berrien Springs, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Saint Joseph, MI

Other Businesses

Real Estate Ownership; Multi-Family; 6131-6133 Hipps HollowEau Claire, MI 49111, ,; ; 06/01/1997 / Commercial; 8980 U.S. 31Berrien Springs, MI 49103, ,; ; 01/01/2006 / Commercial; 2603 Niles Avenue, , St. Joseph, MI, 49085; Not Investment-Related; 01/01/2020. Business Ownership; Everett Properties, LLC; Landlord; Property Management; 2603 Niles Avenue, Suite B, , St. Joseph, MI, 49085; Not Investment-Related; 01/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours / SB Property, LLC; Co-owner; Real Estate; 5585 Tallant Road, , Ooltewah, TN, 37363; Investment-Related; 04/11/2024; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Horizon Health Services; Board Member; 4954 Shoreline CircleSanford, FL 32771, ,; ; 01/01/1995; 1 to 9 hours per month; / Crezco Foundation, Inc.; Treasurer; 21917 Academy Lane, , Hagerstown, MD, 21740; Investment-Related; 07/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; TI Collective, LLC; Chief Financial Officer; Manage advisory business; 2603 Niles Avenue, Suite B, Saint Joseph, MI, 49085; Investment-Related; 02/24/2026; 20 to 39 hours per month; 20 to 39 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-08-03

Designations

• Certified Financial Planner