Allison Barbara Becker

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

• 07/2013 → 03/2020
  Ameriprise Financial Services, Inc.
  Torrington, CT
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Middlebury, CT

Other Businesses

Outside Employment; Honey Badger Management LLC.; Financial Advisor; Manage advisory business; 835 Straits Tpke, Suite A, Middlebury, CT, 06762; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-08-10

Designations

• Certified Financial Planner