Samuel Spencer Henley

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

• 08/2023 → 12/2024
  Jp Morgan Chase Bank, N.A.
  Okemos, MI
• 08/2023 → 12/2024
  J.P. Morgan Securities Llc
  Okemos, MI
• 01/2022 → 08/2022
  Hantz Financial
  Okemos, MI
• 06/2019 → 10/2021
  Jimmy Johns
  East Lansing, MI
• 08/2019 → 05/2023
  Michigan State University
  East Lansing, MI
• 06/2023 → 07/2023
  Unemployed
  East Lansing, MI
• 06/2001 → 05/2019
  Unemployed
  Kalamazoo, MI
• 01/2025 → Present
  Ameriprise Financial Services, Llc
  Kalamazoo, MI

Exams

• S66 Uniform Combined State Law Examination
  2026-05-27
• S63 Uniform Securities Agent State Law Examination
  2023-11-03

Other Names

• Samuel S Henley
• Sam Henley
• Samuel Spencer Henley
• Samuel Spencer Henley
• Samuel Henley