David Kerr Billingslea

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.
  Greenwood Village, CO
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Greenwood Village, CO

Other Businesses

Real Estate Ownership; Commercial; 5420 S Quebec Street, #105, , Greenwood Village, CO, 80111; Investment-Related; 01/01/2020. Business Ownership; GB & Associates, LLC; ; This LLC is used to pay administrative expenses and payroll related to the operation of my advisory practice.; 5690 DTC Blvd, Suite 500WGreenwood Village, CO 80111, ,; Not Investment-Related; 03/15/2015; 10 to 19 hours per month; 1 to 9 during trading hours / BG Quebec LLC; Member/Co-owner; Real estate management and ownership; 5420 S Quebec St, , Greenwood Village, CO, 80111; Investment-Related; 01/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Timberline Professional Center - Association; Member; 5420 S Quebec St, , Greenwood Village, CO, 80111; Not Investment-Related; 12/09/2020; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2000-05-19
• S63 Uniform Securities Agent State Law Examination
  1999-04-29