Emma Fitzgerald Kerss

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

• 05/2015 → 12/2016
  Westlake, Grahl, And Glover
  Granite Bay, CA
• 01/2017 → 03/2020
  Ameriprise Financial Services, Inc.
  Sacramento, CA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Winchester, MA

Previous Registrations

• 2015-08-28 → 2016-12-21
  Ameriprise Financial Services, Llc
  Roseville, CA

Other Businesses

Real Estate Ownership; Multi-Family; 4046 Central Lane, , Winters, CA, 95694; Investment-Related; 11/21/2024. Business Ownership; Team ME LLC; Co-owner; Real Estate; 1115 Valley Glen Dr, , Dixon, CA, 95620; Not Investment-Related; 05/21/2024; 1 to 9 hours per month; 0 during trading hours. Fiduciary Activities; Attorney-In-Fact (POA). Outside Employment; Watermelon Bay, LLC; AFA- operations department lead; Manage advisory business; 48 Mt Vernon Street, Suite 301, Winchester, MA, 01890; Investment-Related; 01/01/2024; 60 hours per month; 60 during trading hours / Unapologetically Us, LLC; Collaborator on consulting business, help develop content and strategies; Consulting; 48 Mount Vernon Street, Suite 301, Winchester, MA, 01890; Not Investment-Related; 01/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Rental Property; This is no longer my primary residence - both the front house and the studio are/will be rented out separately. Back studio is $2k a month and front house is $3400 a month.; 1115 Valley Glen Drive, , Dixon, CA, 95620; Not Investment-Related; 04/16/2018; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2015-01-24

Designations

• Certified Financial Planner