Bradley K Bosenberg

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

• 06/2010 → 10/2017
  Self
  Defuniak Springs, FL
• 10/2017 → 03/2020
  Ameriprise Financial Services Inc
  Dothan, AL
• 01/2016 → 10/2017
  Sa Stone Financial
  Geneva, AL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Dothan, AL

Previous Registrations

• 2017-02-21 → 2017-10-20
  Stonex Advisors Inc.
  Geneva, AL

Other Businesses

Independent Insurance Brokering; Midland National; 06/01/2010; . Business Ownership; Bosenberg and Associates, LLC; Owner; Manage Ameriprise Business; 113 Martha Ave., , DOTHAN, AL, 36303; Investment-Related; 02/01/2022; 0 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-17
• S63 Uniform Securities Agent State Law Examination
  2015-06-05

Other Names

• Bradley K. Bosenberg
• Bradley K Bosenberg
• Bradley Bosenberg