Mary Beth Baron

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.
  Phoenix, AZ
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Phoenix, AZ

Other Businesses

Real Estate Ownership; Commercial; 11260 N. Tatum Blvd. Suite 140 Phoenix, AZ 85028, ,; ; 01/01/2007. Business Ownership; New World Enterprises; ; Office Condo; 11260 N. Tatum Blvd. Suite 140 Phoenix, AZ 85028, ,; ; ; 1 to 9 hours per month; . Board of Directors; ELCA Foundation Board; Trustee; 8765 W Higgins Road, , Chicago, IL, 60631; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours / Grace Lutheran Church Congregational Council; Vice President; 1124 N 3rd Street, , Phoenix, AZ, 85004; Not Investment-Related; 01/24/2026; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-06-07

Designations

• Chartered Financial Consultant

Other Names

• Mary Foster