Caleb Milsow

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

• 09/2024 → Present
  Ameriprise Financial Services, Llc
  Hauppauge, NY
• 06/2023 → 05/2024
  The Occunet Company
  Amarillo, TX
• 05/2024 → 09/2024
  Boost Performance
  Amarillo, TX
• 08/2020 → 05/2024
  West Texas A&M University
  Canyon, TX
• 08/2014 → 08/2020
  Amarillo Independent School District
  Amarillo, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-05-08

Other Names

• Caleb Clark Milsow
• Cale Clark Milsow
• Caleb Milsow