Tracy Morehead

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

• 06/2013 → 01/2026
  Edward Jones
  St Louis, MO
• 01/2026 → Present
  Ameriprise Financial Services Llc
  Southlake, TX

Previous Registrations

• 2013-10-07 → 2026-01-25
  Edward Jones
  Hurst, TX
  Southlake, TX
  Southlake, TX
  St Louis, MO
  Southlake, TX

Other Businesses

Board of Directors; Versailles Parc Homeowners Association; President; P.O. Box 55183, , Hurst, TX, 76054; Not Investment-Related; 01/16/2026; 1 to 9 hours per month; 0 during trading hours / Women's Division of the Grapevine Chamber of Commerce Foundation; Chair; 200 Vine St E, , Grapevine, TX, 76051; Not Investment-Related; 01/16/2026; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-10

Other Names

• Tracy Allison Malone
• Tracy Morehead
• Tracy Allison Morehead