Melisa L Medeiros Swim

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

• 08/2010 → 03/2020
  Ameriprise Financial Services, Inc.
  Minneapolis, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Philadelphia, PA

Previous Registrations

• 2008-10-29 → 2010-08-13
  Equitable Advisors, Llc
  Minneapolis, MN

Other Businesses

Business Ownership; MLM-7946, LLC; Owner; Creating business to manage payroll expenses, taxes, etc. for myself as a 1099 employee; 314 9th Ave NE, , Lonsdale, MN, 55046; Investment-Related; 04/02/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Burnsville High School Softball Booster Club; Treasurer; 600 E. Highway 13, , Burnsville, MN, 55337; Not Investment-Related; 07/01/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; MLM-7946, LLC; Owner; Compensation will be paid into LLC account, which will pay my salary moving forward; 314 9th Ave NE, , LONSDALE, MN, 55046; Investment-Related; 04/30/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-05-13

Other Names

• Melisa Lemona Loo
• Melisa Medeiros
• Melisa Lemona Medeiros
• Melisa L Medeiros
• Melisa L Medeiros- Swim
• Melisa L Medeiros-Swim
• Melisa Medeiros Swim
• Melisa Lemona Medeiros-Swim