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Marianne Koslap Daubert

Ameriprise Financial Services, LLC

Bedford, NH

Bedford, NH

CRD 5610974

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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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-08-25
NH RA APPROVED 2011-01-24
  • TX RA
    APPROVED_RES
    Since 2017-08-25
  • NH RA
    APPROVED
    Since 2011-01-24

Branch Locations

5 Bedford Farms Fl 3, Bedford, NH 03110-6531 • United States

Bedford, NH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Bedford NH 09/2010 03/2020
Ameriprise Financial Services, Llc Bedford NH 03/2020 Present
Other Businesses

Fiduciary Activities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-21
  • S66 Uniform Combined State Law Examination
    2011-01-21
Other Names
  • Marianne Daubert

View on SEC IAPD

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