Justin Trimble

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

• 03/2021 → 04/2022
  Hy-Vee
  Iowa City, IA
• 08/2017 → 03/2021
  Plumb Supply
  Iowa City, IA
• 12/2016 → 08/2017
  Golds Gym
  Ellisville, MO
• 05/2016 → 11/2016
  Student
  Wildwood, MO
• 06/2022 → Present
  Ameriprise Financial Services, Llc.
  Chesterfield, MO

Other Businesses

Outside Employment; JCM; Financial Advisor; Manage advisory business; 825 Maryville Centre Dr, Ste 210, Chesterfield, MO, 63017; Investment-Related; 06/21/2021; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-06

Other Names

• Justin Trimble