Amy Marie Twombly

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

• 05/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Arden Hills, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  New Brighton, MN

Other Businesses

Independent Insurance Brokering; Mass Mutual; 06/20/2025; Fixed Annuity. Business Ownership; Amy Twombly, Independent Contractor; Independent Contractor 1099; Independent Travel Advisor for Fora Travel; Fora Travel, Inc., 228 Park Ave South, Suite 53272, New York, NY, 10003-1502; Not Investment-Related; 02/01/2025; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Hill-Murray Mother's Club; Board Member; 2625 Larpenteur Ave, , Maplewood, MN, 55109; Not Investment-Related; 06/21/2023; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-09-16

Other Names

• Amy Marie Spoden
• Amy Marie Audette
• Amy Marie Audette
• Amy Marie Spoden
• Amy Marie Audette