Robert Brian Baidel

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.
  Brighton, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Brighton, MI

Other Businesses

Real Estate Ownership; Commercial; 116 W. Main Street, Brighton, MI 48116, ,; ; 11/01/2009. Business Ownership; Baidel Properties LLC; Owner to hold business property; LLC set up exclusively for protection from liability of commercial office building that I own; 2280 Highland Drive, , Ann Arbor, MI, 48105; Investment-Related; 06/01/2009; 0 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-07-21

Designations

• Certified Financial Planner
• Chartered Financial Consultant