Charles Perry Gemmer

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

• 09/1999 → 02/2018
  Axa Advisors, Llc
  New York, NY
• 02/2018 → 03/2020
  Ameriprise Financial Services, Inc.
  Indianapolis, IN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Indianapolis, IN

Previous Registrations

• 2000-02-18 → 2018-02-15
  Equitable Advisors, Llc
  Carmel, IN
  Indianapolis, IN
  Indianapolis, IN
  Carmel, IN
  Indianapolis, IN

Other Businesses

Independent Insurance Brokering; AXA Equitable; 05/07/2018; Disability Income. Other Business Activities; Northbound Solutions LLC; Gemmer Wealth Management Ameriprise Franchise merged with PVA Ameriprise Franchise. Northbound Solutions Payments will be made on a monthly basis. Payments will be transferred from NorthBound Solutions checking account to Charles P Gemmer's Investment account with Ameriprise. Amount of payment determined by taking monthly net revenues of Northbound Solutions and multipling by my partnership ownership percentage.; 2900 E 96th St Ste A, , Indianapolis, IN, 46240; Investment-Related; 06/01/2023; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-21
• S63 Uniform Securities Agent State Law Examination
  1995-07-03

Other Names

• Charles P Gemmer
• Chuck Gemmer
• Charles Perry Gemmer