Idonna Lucile Bragg

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

• 03/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Overland Park, KS
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Overland Park, KS

Previous Registrations

• 2001-08-06 → 2009-03-06
  Wells Fargo Clearing Services, Llc
  Mission Woods, KS
  Overland Park, KS
  Kansas City, MO

Other Businesses

Business Ownership; IDONNA BRAGG LLC; Owner; Manage Ameriprise Business; 5105 W 87th Street, , PRAIRIE VILLAGE, KS, 66207; Investment-Related; 01/06/2026; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Parvin Estates; Board Member; 7920 Ward Parkway, , Kansas City, MO, 64114; Not Investment-Related; 12/22/2017; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-16
• S63 Uniform Securities Agent State Law Examination
  1982-02-01

Other Names

• Idonna Lucile Bock
• Idonna L Rohe
• Idonna L Bock