John David Link

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.
  Canonsburg, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Canonsburg, PA

Other Businesses

Board of Directors; Ellsworth Sportsman's Club; Board Member At-Large; 20 10 Mile Lane, , Scenery Hill, PA, 15360; Not Investment-Related; 08/01/2022; 1 to 9 hours per month; 0 during trading hours / FPA-Pittsburgh; President-Elect; 1290 Broadway, Suite 1625, , Denver, CO, 80203; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Second Base Advisors, LLC; Associate/Employee - Provide Investment research analysis and advice. LLC used for payroll.; ; 375 Southpointe Blvd., #230Canonsburg, PA 15317, ,; Investment-Related; 08/10/2018; 60 hours per month; 60 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-09-11

Designations

• Certified Financial Planner