Lee Victor Hart

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

Other Businesses

Real Estate Ownership; Single Family; Paris Apartment, ,; ; 09/01/2011. Business Ownership; Hart-Dunlap Enterprises, LLC; ; Owner of Building that my practice is housed in.; 15 Oxford Blvd.Pleasant Ridge, MI 48069, ,; Not Investment-Related; 07/01/2014; 1 to 9 hours per month; 1 to 9 during trading hours / LLC LLC; Co-owner; Owns Paris Apartment; 15 Oxford Blvd., , Pleasant Ridge, MI, 48069; Not Investment-Related; 09/01/2011; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Detroit Institute of Arts; Member; 5200 Woodward Avenue, , Detroit, MI, 48202; Not Investment-Related; 03/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-03-15

Designations

• Chartered Financial Consultant