Ariel M. Katz

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

• 04/2015 → 03/2020
  Ameriprise Financial Services, Inc.
  Farmington Hills, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Farmington Hills, MI

Previous Registrations

• 2010-03-19 → 2015-04-13
  Equitable Advisors, Llc
  Farmington, MI

Other Businesses

Independent Insurance Brokering; State Life/One America; 06/22/2010; Fixed Annuity / Accordia Life; 09/06/2013; / Integrity Life; 10/26/2009; / Genworth; 01/18/2011; / Guardian; 05/11/2011; . Board of Directors; Temple Israel; Cars and Kibitz Committee Chairperson; 5725 Walnut Lake Rd, West Bloomfield, MI 48323, ,; Not Investment-Related; 12/28/2018; 1 to 9 hours per month; 0 during trading hours / ALS Lived Experience Committee; Board Member; 1500 E Medical Center Dr, , Ann Arbor, MI, 48109; Not Investment-Related; 10/02/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Great Lakes Z Club; Secretary; N/A, ,; Not Investment-Related; 01/01/2012; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; West Oakland Small Practitioners Group; Monthly meeting group for CPAs to attend lectures for CPE.; 28600 W. Eleven Mile Rd, Farmington Hills, MI 48336, ,; Not Investment-Related; 12/28/2018; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2009-09-14

Other Names

• Ari Michael Katz
• Ariel M Katz