John Michael Picard

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

• 08/1994 → 03/2020
  Ameriprise Financial Services, Inc.
  North Haven, CT
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  North Haven, CT

Other Businesses

Independent Insurance Brokering; anthem; 01/01/1999; . Board of Directors; Tweed new havenn airport; Chairman; 155 burr st New haven ct 06512, ,; ; 01/15/2015; 1 to 9 hours per month; 0 during trading hours / olm prep; board member/ chair; 20 island ave, , Madison, CT, 06443; Not Investment-Related; 02/15/2022; 1 to 9 hours per month; 0 during trading hours / Town of Madison; Board of finance; 8 campus drive, , Madison, CT, 06443; Not Investment-Related; 11/21/2019; 1 to 9 hours per month; 0 during trading hours / infinite strength; board member; west wharf, , madison, CT, 06443; Not Investment-Related; 02/15/2020; 1 to 9 hours per month; 0 during trading hours. Fiduciary Activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-02-15