Richard Wesley Boschert

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

• 04/2016 → 08/2018
  L.M. Kohn & Company
  Cincinnati, OH
• 08/2018 → 07/2019
  Concorde Investment Services, Llc
  Livonia, MI
• 08/2018 → 07/2019
  Concorde Asset Management, Llc
  Livonia, MI
• 07/2019 → 03/2020
  Ameriprise Financial Services Inc
  Troy, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Troy, MI

Previous Registrations

• 2018-08-22 → 2019-07-30
  Concorde Asset Management, Llc
  Troy, MI
  Ann Arbor, MI
• 2016-05-23 → 2018-08-21
  L.M. Kohn & Company
  Troy, MI
• 2014-03-28 → 2016-03-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Plymouth, MI
  Plymouth Township, MI
  Plymouth, MI
  Farmington Hills, MI
  Farmington Hills, MI
  Plymouth, MI
• 2012-09-12 → 2014-01-31
  Fifth Third Securities, Inc.
  Dearborn, MI
  Dearborn, MI
  Westland, MI
  Belleville, MI
  Taylor, MI
  Grosse Pointe Farms, MI
  Troy, MI
  Grosse Pointe Woods, MI
  Detroit, MI
  Detroit, MI
  Detroit, MI
  Dearborn, MI
  Dearborn, MI
  Taylor, MI
  Detroit, MI
  Redford, MI
• 2011-09-29 → 2012-08-28
  Pnc Wealth Management Llc
  Sugar Grove, PA
  Bradford, PA
  St. Marys, PA
  St. Marys, PA
  Ridgway, PA
  Dubois, PA
• 2010-06-08 → 2011-08-19
  Morgan Stanley
  Southfield, MI
  Troy, MI

Other Businesses

Business Ownership; CYA Cover Your Asphalt LLC); I am the master partner of the LLC. I pay bills, help with estimates and assist with projects as necessary.; Asphalt repair and maintenance; 4544 Ranch Lane, , Bloomfield Hills, MI, 48302; Not Investment-Related; 05/01/2005; 20 to 39 hours per month; 0 during trading hours / West Creek Land and Cattle Company LLC; Owner; Real Estate; 4544 Ranch Ln, , Bloomfield Hills, MI, 48302; Not Investment-Related; 04/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-06-04

Other Names

• R. Wesley Boschert
• Wes Boschert
• Wesley Boschert