Adam Chandler Serr

Current Employers

Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2025-06-16

ID RA
APPROVED

Since 2025-06-16

Branch Locations

Idaho Falls, ID • United States

3729 Woodking Dr Ste 1, Idaho Falls, ID 83404-4720 • 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

Organization	City	State	From	To
Ameriprise Financial Services, Llc	Idaho Falls	ID	03/2025	Present
Invesco Limited	Dallas	TX	07/2023	03/2025
Ameriprise Financial Services, Llc	Idaho Falls	ID	01/2023	06/2023
Brigham Young University	Provo	UT	08/2018	12/2022
Church Of Jesus Christ Of Latter-Day Saints	Retalhuleu		06/2016	07/2018

03/2025 → Present

Ameriprise Financial Services, Llc

Idaho Falls, ID
07/2023 → 03/2025

Invesco Limited

Dallas, TX
01/2023 → 06/2023

Ameriprise Financial Services, Llc

Idaho Falls, ID
08/2018 → 12/2022

Brigham Young University

Provo, UT
06/2016 → 07/2018

Church Of Jesus Christ Of Latter-Day Saints

Retalhuleu

Other Businesses

Real Estate Ownership; Single Family; 4343 Amber Ln, , Ammon, ID, 83406; Investment-Related; 07/01/2025. Outside Employment; Brightstar Financial Advisors; Employee; Manage advisory business; 900 Pier View Dr, , Idaho Falls, ID, 83406; Investment-Related; 03/18/2025; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-16

S66 Uniform Combined State Law Examination

2025-06-16

Other Names

Chandler Serr
Adam Chandler Serr
Chandler Serr Jr.

View on SEC IAPD