Charles Wayman Thomasson

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Pepper Pike, OH
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Pepper Pike, OH

Other Businesses

Business Ownership; Bridge the Opening, LLC; ; solely for office lease and office lease expenses and business expenses; 29425 Chagrin Blvd., Suite 270 Pepper PIke, OH 44122, ,; Not Investment-Related; 11/15/2011; 1 to 9 hours per month; 0 during trading hours. Board of Directors; western reserve chapter of mayflower descendants; boa representative; 2234 s medina line rd, , Medina, OH, 44281; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; do not have one yet; starting charity to feed zoo animals, farm rescue animals, and horses; 6020 Thompson Clark Rd Bristolville OH 4442, ,; ; 08/04/2015; 1 to 9 hours per month; 0 during trading hours / Amateur Classical Guitar Player; Amateur Classical Guitar Player; 6020 Thompson Clark Rd Bristolville OH 44402, ,; ; 02/22/2018; 0 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-06-28

Designations

• Chartered Financial Consultant