Agata Bronislawa Kubis

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

• 05/2014 → 03/2020
  Ameriprise Financial Services, Inc
  Houston, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Houston, TX

Other Businesses

Real Estate Ownership; Lot/Land; Mechowiec, , Mechowiec, , , POL; Not Investment-Related; 08/02/2024.

Exams

• S66 Uniform Combined State Law Examination
  2015-04-13

Designations

• Certified Financial Planner

Other Names

• Agata Kubis