Zachary Joseph Kreklau

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

• 04/2006 → 03/2020
  Ameriprise Financial Services, Inc.
  Edina, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Wadena, MN

Other Businesses

Real Estate Ownership; Commercial; 109 East Broadway, , Little Falls, MN, 56345; Not Investment-Related; 12/02/2019. Business Ownership; RJG Services Inc.; co owner; office support, admin; 38413 front street, , battle lake, MN, 56515; Not Investment-Related; 01/26/2022; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-07-14

Designations

• Certified Financial Planner