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Mason Pieratt

Ameriprise Financial Services, LLC

Oklahoma City, OK

Oklahoma City, OK

CRD 7568960

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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
TX RA APPROVED 2025-02-10
OK RA APPROVED 2024-11-28
  • TX RA
    APPROVED
    Since 2025-02-10
  • OK RA
    APPROVED
    Since 2024-11-28

Branch Locations

Oklahoma City, OK • United States

9104 N Kelley Ave, Oklahoma City, OK 73131-2418 • 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 Oklahoma City OK 05/2023 Present
Deer Creek High School Edmond OK 05/2014 05/2020
University Of Oklahoma Norman OK 05/2020 02/2024
Ameriprise Financial Oklahoma City OK 06/2022 07/2022
Ameriprise Financial Oklahoma City OK 12/2022 01/2023
Ameriprise Financial Oklahoma City OK 05/2023 08/2023
Ameriprise Financial Oklahoma City OK 12/2023 01/2024
  • 05/2023 → Present
    Ameriprise Financial Services, Llc
    Oklahoma City, OK
  • 05/2014 → 05/2020
    Deer Creek High School
    Edmond, OK
  • 05/2020 → 02/2024
    University Of Oklahoma
    Norman, OK
  • 06/2022 → 07/2022
    Ameriprise Financial
    Oklahoma City, OK
  • 12/2022 → 01/2023
    Ameriprise Financial
    Oklahoma City, OK
  • 05/2023 → 08/2023
    Ameriprise Financial
    Oklahoma City, OK
  • 12/2023 → 01/2024
    Ameriprise Financial
    Oklahoma City, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-13
  • S66 Uniform Combined State Law Examination
    2024-11-13
Other Names
  • Mason Pierat

View on SEC IAPD

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