Amy Grace Mc Murdie

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.
  Twin Falls, ID
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Twin Falls, ID

Other Businesses

Business Ownership; AGM, LLC; Manage business: pay bills; Rental property; 3344 E 4050 N, , Twin Falls, ID, 83301; Not Investment-Related; 06/26/2013; 0 hours per month; 0 during trading hours. Board of Directors; Twin Falls Community Foundation; Board Member; PO Box 5632, , Twin Falls, ID, 83303; Not Investment-Related; 05/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Kiwanis Club of Twin Falls; Director; 195 River Vista Pl, , Twin Falls, ID, 83301; Not Investment-Related; 09/25/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; McMurdie & Associates; LLC to manage business expenses of running the advisors practice.; 1025 Shoshone St N, , Twin Falls, ID, 83301; Not Investment-Related; 05/26/2021; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2000-08-16

Other Names

• Amy Grace Davenport
• Amy Grace Mcmurdie