Wesley Storr

Ameriprise Financial Services, LLC

Pottersville, NJ

CRD 7469665

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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:

Current Employers

Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2026-04-20
TX	RA	APPROVED	2022-07-07
NJ	RA	APPROVED	2022-07-05

IA RA
APPROVED

Since 2026-04-20
TX RA
APPROVED

Since 2022-07-07
NJ RA
APPROVED

Since 2022-07-05

Branch Locations

Pottersville, NJ • United States

1420 Us Highway 206 Ste 130, Bedminster, NJ 07921-2642 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Llc	Bedminster	NJ	11/2021	Present
Beck Consulting & Associates	Jensen Beach	FL	11/2018	11/2021
Avantik	Springfield	NJ	05/2012	11/2018

11/2021 → Present

Ameriprise Financial Services, Llc

Bedminster, NJ
11/2018 → 11/2021

Beck Consulting & Associates

Jensen Beach, FL
05/2012 → 11/2018

Avantik

Springfield, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-07-01

S66 Uniform Combined State Law Examination

2022-07-01

Other Names

Wesley Storr
Wesley John Storr

View on SEC IAPD

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