Chelsea Greek Mcgraw

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

• 11/2014 → 03/2020
  Ameriprise Financial Services, Inc.
  West Linn, OR
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  West Linn, OR

Other Businesses

Business Ownership; Every Mile LLC; Owner; Manage Ameriprise Business; 1320 Ann Ct, , West Linn, OR, 97068; Investment-Related; 07/08/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; KVV Golden Rule Enterprises LLC; Financial Advisor - Financial Advisor; ; 10941 Arndt Rd NE, , Aurora, OR, 97002; Investment-Related; 07/01/2022; 60 hours per month; 60 during trading hours / Every Mile LLC; Owner; Manage advisory business; 1320 Ann Ct, , West Linn , OR, 97068; Investment-Related; 09/01/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-11-07

Other Names

• Chelsea Greek Cooper
• Chelsea Greek Drullinger