Yves M Dunnebeil

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

• 05/2022 → 08/2024
  Bank Of America Merrill Lynch
  Lone Tree, CO
• 01/2021 → 05/2022
  Bank Of America Na
  Denver, CO
• 10/2016 → 08/2017
  Bank Of America N.A
  Denver, CO
• 08/2017 → 01/2021
  Bank Of America N.A
  Denver, CO
• 09/2015 → 09/2016
  Golden1 Credit Union
  Chico, CA
• 09/2024 → Present
  Ameriprise Financial Services, Llc
  Denver, CO

Previous Registrations

• 2022-10-25 → 2024-08-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lone Tree, CO
  New York, NY
  Aurora, CO
  Aurora, CO
  Aurora, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-10-24

Other Names

• Yves Dunnebeil
• Yves Marvin Dunnebeil
• Yves M Dunnebeil