Paul Michael Atchison

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

• 01/2008 → 09/2017
  Ameriprise Financial Services, Inc.
  New Brighton, MN
• 10/2017 → 06/2018
  Kestra Investment Services, Llc
  St Paul, MN
• 06/2018 → 08/2018
  Unemployed
  Roseville, MN
• 09/2018 → 03/2020
  Ameriprise Financial Services, Inc.
  New Brighton, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  New Brighton, MN

Previous Registrations

• 2013-12-16 → 2017-09-26
  Ameriprise Financial Services, Llc
  New Brighton, MN

Other Businesses

Outside Employment; The Windsor Group, LLC; AFA with Ameriprise Financial Planning Practice.; Manage advisory business; 715 Old Hwy 8 NW, , New Briighton, MN, 55112; Investment-Related; 04/24/2023; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-10-22
• S63 Uniform Securities Agent State Law Examination
  1995-10-24

Other Names

• Paul Michael Atchinson