Chad David Meisner

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

• 04/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Atlanta, GA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Marietta, GA

Previous Registrations

• 2005-01-14 → 2009-05-14
  Citigroup Global Markets Inc.
  Atlanta, GA
  Atlanta, GA
• 2003-09-19 → 2005-01-19
  A. G. Edwards & Sons, Inc.
  Atlanta, GA

Other Businesses

Business Ownership; Wilder & Wilder, LLC.; Member; Holding company providing payroll and administrative services for financial planning business.; 2859 Paces Ferry Rd, SE STE 1160, , Atlanta, GA, 30339; Not Investment-Related; 08/20/2021; 10 to 19 hours per month; 10 to 19 during trading hours / Mountaineering Partners LLC; Co-owner; Manage Ameriprise Business; 367 Atlanta St., , Marietta, GA, 30060; Investment-Related; 12/28/2023; 10 to 19 hours per month; 10 to 19 during trading hours / APC Holdings Group LLC; Co-owner; Manage Ameriprise Business; 367 Atlanta St., , Marietta, GA, 30060; Investment-Related; 12/28/2023; 10 to 19 hours per month; 10 to 19 during trading hours / RED CAPS LLC; Owner; Manage Ameriprise Business; 2092 Ladovie Lane NE, , Atlanta, GA, 30345; Investment-Related; 02/22/2024; 10 to 19 hours per month; 10 to 19 during trading hours / The Climb Group LLC; Co-owner; Manage Ameriprise Business; 367 Atlanta St, , Marietta , GA, 30064; Investment-Related; 06/15/2026; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-09-15
• S63 Uniform Securities Agent State Law Examination
  1996-02-21

Designations

• Certified Financial Planner