Justin Todd Pohlig

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

• 03/2016 → 09/2016
  Resource Securities, Inc.
  Philadelphia, PA
• 06/2017 → 08/2019
  Global X Management Company
  New York, NY
• 06/2017 → 08/2019
  Foreside Fund Services, Llc
  New York, NY
• 08/2016 → 06/2017
  Full-Time Student At Temple University
  Philadelphia, PA
• 10/2019 → 01/2020
  Massmutual Life Insurance Co
  Newtown Square, PA
• 10/2019 → 01/2020
  Mml Investors Services Llc
  Newtown Square, PA
• 01/2020 → 03/2020
  Ameriprise Financial Services, Inc
  Conshohocken, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Exton, PA

Previous Registrations

• 2019-10-30 → 2019-12-23
  Mml Investors Services, Llc
  Newtown Square, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-05-05

Designations

• Chartered Financial Analyst