Haley Richelle Bjorklund

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

• 12/2021 → Present
  Ameriprise Financial Services, Llc
  Phoenix, AZ
• 04/2019 → 09/2020
  Online Trading Academy
  Scottsdale, AZ
• 10/2017 → 04/2019
  Cayenne Medical
  Scottsdale, AZ
• 01/2017 → 09/2017
  Online Trading Academy
  Scottsdale, AZ
• 12/2014 → 01/2017
  Ulthera Inc., Merz Device Innovation Center
  Gilbert, AZ
• 09/2020 → 12/2021
  Soldan Trading Llc
  Tempe, AZ
• 04/2020 → 08/2020
  S&P Futures Trading Group Education
  Scottsdale, AZ

Other Businesses

Real Estate Ownership; Single Family; 3930 W Monterey St, Unit 115, Chandler, AZ, 85226; Investment-Related; 07/11/2025. Business Ownership; Soldan Trading LLC; Owner and trading member; Consulting; 1423 E. Citation Ln, , Tempe, AZ, 85284; Not Investment-Related; 02/14/2017; 1 to 9 hours per month; 0 during trading hours / Soldan Properties LLC; Owner; Real Estate; 3540 W. Dublin St, , Chandler, AZ, 85226; Investment-Related; 08/09/2023; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Black Sheep Outreach; Treasurer; 9817 S 6th Place, , Phoenix, AZ, 85042; Not Investment-Related; 09/01/2026; 0 hours per month; 0 during trading hours / Foothills Sharks Leadership Team; Treasurer - BNI Foothills Sharks; 7500 N. Dreamy Draw Drive, Suite 202, Phoenix, AZ, 85020; Not Investment-Related; 10/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Traders Reserve; Consultant - Educational presentations on options or general market activities as requested by the education company.; ; 267 Kentlands Blvd #225, , Gaithersburg, MD, 20878; Investment-Related; 10/17/2022; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-04-13

Other Names

• Haley Bjorklund
• Haley Richelle Eischen