Brandon Schoeppler

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

• 11/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Tampa, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Tampa, FL

Other Businesses

Independent Insurance Brokering; Athene Annuities; 10/01/2018; Fixed Annuity. Business Ownership; Pomona Management LLC; Responsible for annual filings and operations; Consulting; 420 S Cedar AveTampa, FL 33606, ,; Not Investment-Related; 10/01/2018; 1 to 9 hours per month; 0 during trading hours / Alchemist Group LLC; ; This LLC was started to potentially brew beer with a friend on a local basis. So far we have not dedicated any time to the business and may not going forward; 401 Harbour Place DrTampa FL, 33602, ,; Not Investment-Related; 06/01/2015; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Young Professionals of Tampa Bay Estate Planning Council; Vice President; 1120 Chester Ave Ste 470Cleveland OH, 44114, ,; ; 04/01/2015; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-31

Other Names

• Brandon Schoeppler
• Brandon Michael Schoeppler