Best Investors Account Sign in

Grant W Odelberg

Ameriprise Financial Services, LLC

Grand Junction, CO

Grand Junction, CO

CRD 6214941

Claim This Profile
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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-09-17
TX RA APPROVED 2021-09-17
  • CO RA
    APPROVED
    Since 2021-09-17
  • TX RA
    APPROVED
    Since 2021-09-17

Branch Locations

743 Horizon Ct Ste 302, Grand Junction, CO 81506-8707 • United States

Grand Junction, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Grand Junction CO 09/2013 11/2016
Wells Fargo Clearing Services, Llc Grand Junction CO 11/2016 09/2021
Ameriprise Financial Services, Llc Grand Junction CO 09/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-05
S63 Uniform Securities Agent State Law Examination 2014-11-14
  • S65 Uniform Investment Adviser Law Examination
    2016-02-05
  • S63 Uniform Securities Agent State Law Examination
    2014-11-14
Other Names
  • Grant William Odelberg

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
EDWARD JONES

Nearby Investors

RICHARD ALAN KELLER
Zachary Paul Bryant
Michelle Jean Lawton

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Grand Junction, CO
LPL FINANCIAL LLC · GRAND JUNCTION, CO
EDWARD JONES · GRAND JUNCTION, CO

More in Grand Junction, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor