Candi Carlson Glazebrook

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

• 02/2011 → 03/2020
  Ameriprise Financial Services, Inc.
  Eugene, OR
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Eugene, OR

Other Businesses

Outside Employment; Practice Management Associates LLC; Associate Financial Advisor - AFA; Entity through which I am paid.; 409 E Cook Rd, Ste 300, , Fort Wayne, IN, 46825; Not Investment-Related; 04/06/2022; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; University Fellowship Church Missions Finance Committee; Participate as voting member of finance committee overseeing missions financing; 1855 Cal Young Rd, , Eugene, OR, 97401; Not Investment-Related; 06/15/2022; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2011-06-01

Designations

• Certified Financial Planner

Other Names

• Candi Lynn Carlson