John W Vidal

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

• 05/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Crown Point, IN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Crown Point, IN

Other Businesses

Real Estate Ownership; Commercial; 11480 Broadway Crown Point Indiana46307, ,; ; . Business Ownership; Palmer Holdings LLC; ; Set up for real estate expenses; 11480 BroadwayCrown Point, IN 46307, ,; ; ; 1 to 9 hours per month; / The Edwin Group LLC; ; Set up for real estate expenses; 11480 BroadwayCrown Point, IN 46307, ,; ; ; 1 to 9 hours per month; . Board of Directors; St. Jude House; Chairman of the Board; 12490 Marshall Street, , Crown Point, IN, 46307; Not Investment-Related; 06/15/2022; 20 to 39 hours per month; 10 to 19 during trading hours / Serra Club of Northwest Indiana; President; 107 Main Street, , Hobart, IN, 46342; Not Investment-Related; 09/15/2024; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Holy Spirit Church; Help plan and participate in activities for the parish; 7667 E. 109th Ave, , Crown Point, IN, 46307; Not Investment-Related; 04/10/2023; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1981-11-06

Other Names

• John Vidal
• John Walter Vidal