Joel Andrew Targgart

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

• 11/2015 → 03/2020
  Ameriprise Financial Services, Inc.
  Fort Wayne, IN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Fort Wayne, IN

Other Businesses

Outside Employment; AR Group, LLC; Administrative Staff Member - Administrative; Financial Advisors; 5750 Coventry Ln STE 110, , Fort Wayne, IN, 46804; Not Investment-Related; 11/02/2015; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-30

Other Names

• Targgart Andrew Joel