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Katherine Alexandra Clark

Ameriprise Financial Services, LLC

Clarksburg, WV

Bridgeport, WV

Clarksburg, WV

CRD 6224325

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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
WV RA APPROVED 2026-02-05
  • WV RA
    APPROVED
    Since 2026-02-05

Branch Locations

Clarksburg, WV • United States

170 Thompson Drive Suite 101, Bridgeport, WV 26330 • United States

Clarksburg, WV • 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
Ameriprise Financial Services, Inc. Clarksburg WV 07/2013 03/2020
Ameriprise Financial Services, Llc Bridgeport WV 03/2020 01/2026
Lpl Financia Bridgeport WV 01/2026 02/2026
Ameriprise Financial Services, Llc Bridgeport WV 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-31
  • S66 Uniform Combined State Law Examination
    2018-07-31
Other Names
  • Katherine Clark

View on SEC IAPD

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