Taylor Neithardt

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

• 07/2016 → 11/2022
  United States Air Force
  Tucson, AZ
• 11/2022 → 10/2023
  Financial Planning First, Llc
  Tucson, AZ
• 03/2025 → 03/2026
  Ameriprise Financial Services, Llc
  Linwood, NJ
• 01/2024 → 03/2025
  Atlanticare Regional Medical Center
  Egg Harbor Township, NJ
• 04/2026 → Present
  Ameriprise Financial Services, Llc
  Linwood, NJ

Other Businesses

Outside Employment; JLP Capital Management; Employee; Manage advisory business; 222 New Rd., , Ste 503, Linwood , NJ, 08221; Investment-Related; 03/17/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2026-02-19

Other Names

• Taylor Ray Neithardt
• Taylor Neithardt