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Zachary Scott Gehman

Ameriprise Financial Services, LLC

Fort Washington, PA

CRD 7562718

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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

AuthorityCategoryStatusDate
PA RA APPROVED 2024-03-07
  • PA RA
    APPROVED
    Since 2024-03-07

Branch Locations

500 W Office Center Dr Ste 400, Fort Washington, PA 19034 • 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
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Plymouth Meeting PA 05/2022 Present
The Ups Store Langhorne PA 06/2019 10/2021
Penn State University Abington PA 08/2020 12/2022
Montgomery County Community College Blue Bell PA 08/2013 06/2019
  • 05/2022 → Present
    Ameriprise Financial Services, Llc
    Plymouth Meeting, PA
  • 06/2019 → 10/2021
    The Ups Store
    Langhorne, PA
  • 08/2020 → 12/2022
    Penn State University
    Abington, PA
  • 08/2013 → 06/2019
    Montgomery County Community College
    Blue Bell, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-03-29
S65 Uniform Investment Adviser Law Examination 2024-03-01
  • S63 Uniform Securities Agent State Law Examination
    2024-03-29
  • S65 Uniform Investment Adviser Law Examination
    2024-03-01

View on SEC IAPD

Nearby Firms

BANCROFT CAPITAL, LLC
BARRISTER
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

CHARLES CLAUDE WEEKS
SEAN MICHAEL COOK
David Rucki

Nearby Offices

BANCROFT CAPITAL, LLC · FORT WASHINGTON, PA
BARRISTER · FORT WASHINGTON, PA
COMMONWEALTH FINANCIAL NETWORK · FORT WASHINGTON, PA

More in Fort Washington, PA

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