Molly Gregory Wilson

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

• 07/2007 → 03/2020
  Ameriprise Financial Services, Inc.
  Minnetonka, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Minnetonka, MN

Other Businesses

Business Ownership; Zimmerman and associates; Co-owner; Manage Ameriprise Business; 10159 Wayzata blvd suite 200, , Minnetonka, MN, 55305; Investment-Related; 02/12/2024; 20 to 39 hours per month; 10 to 19 during trading hours. Outside Employment; Zimmerman and Associates; Co-owner; Manage advisory business; 10159 Wayzata blvd , suite 200, Minnetonka, MN, 55305; Investment-Related; 02/12/2024; 60 hours per month; 60 during trading hours. Other Business Activities; Orono Foundation; Non profit for orono schools; P.O. Box 211, , Long Lake, MN, 55356; Investment-Related; 01/06/2022; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-21
• S63 Uniform Securities Agent State Law Examination
  2015-06-08

Other Names

• Molly Gregory Butterfield