Casey A Wussow

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

• 05/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Saint Peter, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  St Peter, MN

Other Businesses

Real Estate Ownership; This is agricultural land held in a family trust inherited from my mother. I own 1/2 of a 1/5 share.; 31486 Clarks Court, , Kasota, MN, 56050; Not Investment-Related; 03/15/2021. Business Ownership; Five Oaks RE, LLC; Co-owner; Real Estate; 422 S. Minnesota Avenue, , Saint Peter, MN, 56082; Not Investment-Related; 03/31/2026; 1 to 9 hours per month; 1 to 9 during trading hours / Five Oaks, LLC; Co-owner; Manage Ameriprise Business; 422 S. Minnesota Avenue, , Saint Peter, MN, 56082; Not Investment-Related; 03/31/2026; 60 hours per month; 60 during trading hours. Outside Employment; Five Oaks, LLC; Co-owner; Manage advisory business; 422 S. Minnesota Avenue, , Saint Peter, MN, 56082; Not Investment-Related; 03/31/2026; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-06

Other Names

• Casey Ann Bollum
• Casey Ann Wussow
• Casey A Wussow
• Casey Ann Wussow