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Krista Marie Tarbox

Ameriprise Financial Services, LLC

Scottsdale, AZ

Tempe, AZ

CRD 6227418

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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
TX RA APPROVED_RES 2025-05-08
  • TX RA
    APPROVED_RES
    Since 2025-05-08

Branch Locations

14500 N Northsight Blvd Ste 213, Scottsdale, AZ 85260 • United States

Tempe, AZ • 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. Scottsdale AZ 02/2014 06/2018
Ameriprise Financial Services Scottsdale AZ 06/2018 03/2020
Ameriprise Financial Services, Llc Scottsdale AZ 03/2020 Present
  • 02/2014 → 06/2018
    Ameriprise Financial Services, Inc.
    Scottsdale, AZ
  • 06/2018 → 03/2020
    Ameriprise Financial Services
    Scottsdale, AZ
  • 03/2020 → Present
    Ameriprise Financial Services, Llc
    Scottsdale, AZ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-08-28
  • S63 Uniform Securities Agent State Law Examination
    2013-08-28
Other Names
  • Krista Tarbox

View on SEC IAPD

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MERCER GLOBAL ADVISORS INC.
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Nearby Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN

Nearby Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ

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