Conner Grant Percle

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 → 05/2020
  Student
  Huntsville, TX
• 06/2020 → 02/2022
  State Farm Insurance Companies
  Angleton, TX
• 02/2022 → 02/2022
  Unemployed
  Jones Creek, TX
• 04/2022 → 01/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 02/2023 → 06/2025
  Northwestern Mutual Investment Services Llc
  Houston, TX
• 06/2023 → 01/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 01/2024 → 06/2025
  William Paden Wiese
  Houston, TX
• 01/2024 → 06/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2025 → Present
  Ameriprise Financial Services, Llc
  Webster, TX

Other Businesses

Outside Employment; DGW Worldwide, LLC; Employee; Manage advisory business; 711 W Bay Area Blvd, Suite 400, Webster, TX, 77598; Investment-Related; 09/17/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-09-02
• S63 Uniform Securities Agent State Law Examination
  2023-05-05

Other Names

• Conner Grant Percle