Alyssa Nicole Thomason

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

• 09/2018 → 12/2019
  Elevated Performance Investment Group, Llc
  Grand Blanc, MI
• 08/2018 → 12/2019
  Barnett Financial & Tax, Inc.
  Grand Blanc, MI
• 06/2013 → 08/2018
  Ameriprise Financial Services, Inc.
  Grand Blanc, MI
• 02/2013 → 08/2018
  Ameriprise Financial Services, Inc.
  Grand Blanc, MI
• 12/2019 → 03/2020
  Ameriprise Financial Services, Inc
  Grand Blanc, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Grand Blanc, MI

Previous Registrations

• 2018-09-24 → 2020-01-02
  Elevated Performance Investment Group, Llc
  Grand Blanc, MI
  Charlotte, NC
• 2013-06-13 → 2018-08-03
  Ameriprise Financial Services, Llc
  Grand Blanc, MI

Other Businesses

Business Ownership; Thomason & Associates, LLC; Owner; Manage Ameriprise Business; 1537 E Hill Rd Ste 150, , Grand Blanc, MI, 48439; Investment-Related; 09/20/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Thomason & Associates, LLC; Owner; Manage advisory business; 1537 E Hill Rd Ste 150, , Grand Blanc, MI, 48439; Investment-Related; 01/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-06-11

Other Names

• Alyssa Nicole Curnow
• Alyssa Nicole Curnow