Anna Grace Reed Burton

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

• 08/2022 → Present
  Ameriprise Financial Services, Llc
  Starkville, MS
• 09/2021 → 08/2022
  The First Bank
  Starkville, MS
• 09/2020 → 09/2021
  Vibrant Kids Academy
  Columbus, MS
• 03/2018 → 11/2020
  Firebird's Sourdough And Gourmet Burgers
  Corinth, MS
• 08/2015 → 05/2019
  Alcorn Central High School
  Glen, MS
• 08/2019 → 05/2022
  Mississippi State University
  Starkville, MS
• 08/2022 → 08/2024
  Mississippi State University
  Starkville, MS

Other Businesses

Board of Directors; Board of Junior Auxiliary of Louisville, MS; Treasurer; PO Box 894, , Louisville, MS, 39339; Not Investment-Related; 06/15/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Lifepath Legacy, LLC; I'm a full-time employee of Lifepath Legacy, LLC. The LLC processes my salary.; Partnership entity that manages the operations of financial planning practice; 47 Lynn Lane, , Starkville, MS, 39759; Investment-Related; 08/17/2022; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-16

Other Names

• Anna Grace Reed
• Anna Grace Burton
• Anna Grace Reed
• Anna Grace Reed Burton