Patricia Mapel

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

• 10/2015 → 11/2017
  Ameriprise Financial Services, Inc.
  Tusla, OK
• 11/2017 → 08/2020
  Cetera Advisors
  Denver, CO
• 11/2017 → 12/2024
  Utica Capital
  Tulsa, OK
• 10/2019 → 12/2024
  Zyla Athletic Wear
  Tulsa, OK
• 08/2020 → 12/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2020 → 12/2024
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2025 → 03/2026
  Cetera Advisors Llc
  St Cloud, MN
• 01/2025 → 03/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2018 → Present
  Rental Property
  Tulsa, OK
• 03/2026 → Present
  Ameriprise Financial Services, Llc
  Tulsa, OK

Previous Registrations

• 2025-01-15 → 2026-04-01
  Cetera Investment Advisers Llc
  Broken Arrow, OK
• 2020-08-18 → 2025-01-27
  Cambridge Investment Research Advisors, Inc.
  Tulsa, OK
• 2017-11-01 → 2020-08-18
  Cetera Advisors Llc
  Tulsa, OK
• 2017-03-29 → 2017-10-26
  Ameriprise Financial Services, Llc
  Tulsa, OK

Other Businesses

Real Estate Ownership; Lot/Land; 5401 N Ranch Drive, , Newkirk, OK, 74647; Not Investment-Related; 02/01/2017. Business Ownership; Mapel Management Group, LLC; Owner; Manage Ameriprise Business; 10017 S Hudson Ave, , Tulsa, OK, 74137; Investment-Related; 12/05/2022; 1 to 9 hours per month; 0 during trading hours. Outside Employment; SRG LLC; Advisor in charge of assigned clients; Manage advisory business; 4605 E 91st Street, , Tulsa, OK, 74137; Investment-Related; 03/27/2026; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-01
• S63 Uniform Securities Agent State Law Examination
  2007-05-30

Other Names

• Patricia Carmichael
• Patricia Ann Carmichael
• Trisch Ann Carmichael
• Patricia A Carmichael
• Trisch Mapel
• Patricia Carmichael Mapel