Joshua Adam Schroder

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

• 07/2022 → Present
  Ameriprise Financial Services, Llc
  New Wilmington, PA
• 10/2014 → 06/2022
  Nursingabc, Inc.
  Beaver Falls, PA

Other Businesses

Outside Employment; 313 North Market Street, LLC; I am a W2 employee of 313 North Market Street, LLC which is owned by the Ameriprise Financial franchise owner that I work for as an Associate Financial Advisor.; Manage advisory business; 3438 State Route 208, , New Wilmington, PA, 16142; Investment-Related; 12/28/2022; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-30