Scott David Mckinnie

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

• 07/2014 → 10/2016
  Ameriprise Financial Services, Inc
  Southgate, MI
• 10/2016 → 01/2018
  Pnc Investments
  Pittsburgh, PA
• 01/2018 → 11/2018
  Sii
  Southfield, MI
• 11/2018 → 08/2019
  Royal Alliance Associates, Inc.
  Southfield, MI
• 08/2019 → 03/2020
  Ameriprise Financial Services Inc
  Southgate, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Southgate, MI

Previous Registrations

• 2018-11-02 → 2019-07-26
  Osaic Wealth, Inc.
  Livonia, MI
  Southfield, MI
• 2018-02-02 → 2018-11-02
  Signator Investors, Inc.
  Southfield, MI
• 2016-10-12 → 2018-02-09
  Pnc Wealth Management Llc
  Taylor, MI
  Lincoln Park, MI
  Taylor, MI
  Grosse Ile, MI
• 2014-08-18 → 2016-10-07
  Ameriprise Financial Services, Llc
  Southgate, MI

Exams

• S66 Uniform Combined State Law Examination
  2009-12-16

Designations

• Certified Financial Planner