Brandon Wasser

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

• 08/2016 → 01/2017
  Unemployed
  Scarborough, ME
• 01/2017 → 05/2022
  Staples
  South Portland, ME
• 12/2021 → 06/2022
  Ameriprise Financial Services, Llc
  Scarborough, ME
• 06/2022 → Present
  Ameriprise Financial Services, Llc
  Scarborough, ME
• 06/2021 → 08/2021
  Hannaford
  Scarborough, ME
• 06/2020 → 08/2020
  Hannaford
  Scarborough, ME
• 07/2018 → 05/2021
  Sparkle Clean Car Wash
  Scarborough, ME
• 04/2019 → 10/2019
  Bayley's Camping Resort
  Scarborough, ME
• 04/2020 → 04/2020
  Abbott Laboratories
  Scarborough, ME
• 05/2020 → 06/2020
  Scott's Miracle Gro
  Scarborough, ME

Other Businesses

Business Ownership; Brandon Wasser; All operations of the business.; Re-Selling; 1 Hidden Creek Drive, , Scarborough, ME, 04074; Not Investment-Related; 03/17/2023; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; DealBridge Auto; I would operate as a "car-buying consultant" which negotiates with dealerships on behalf of my client. They would tell me what car they want, with detailed description of everything from color to included options. Intention would be to charge a flat fee up front and advertise as a service that saves people time, effort, and aggravation. No affiliation to Ameriprise and would only negotiate on price of vehicles. Would not be filling out paperwork, setting up financing through a 3rd party, or having any conversations about pre-approval chances. Simply calling different dealerships, negotiating price and terms before handing it over to the client to complete the sale paperwork.; 1 Hidden Creek Drive, , Scarborough, ME, 04074; Not Investment-Related; 03/16/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-11