Tamara Kay Sorsoleil

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

• 04/2018 → 09/2019
  Columbia Threadneedle
  Minneapolis, MN
• 09/2019 → 03/2020
  Ameriprise Financial
  Minneapolis, MN
• 01/2018 → 04/2018
  Kelly Services
  Plymouth, MN
• 09/2017 → 01/2018
  Cfs Financial Staffing
  Bloomington, MN
• 09/2012 → 07/2017
  Altegrity/Corporate Risk Holdings
  Eden Prairie, MN
• 09/2013 → 09/2016
  Itt
  Brooklyn Center/Eden Prairie, MN
• 01/2016 → Present
  Concordia University
  St. Paul, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Other Businesses

Business Ownership; USHIP; Transport Items; Transporting; 205 E Riverside Drive, , Austin, TX, 78701; Not Investment-Related; 04/02/2022; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Concordia University; Adjunct Professor - Adjunct Professor; ; 1282 Concordia Ave, , St Paul, MN, 55104; Not Investment-Related; 01/20/2017; 10 to 19 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2019-12-23

Other Names

• Tamara Kay Sorsoleil
• Tamara Kay Sorsoleil Minaya
• Tamara Kay Minaya