Zachary David Trumpp

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

• 02/2009 → 03/2022
  Lehman Brothers Holdings Inc.
  Denver, CO
• 04/2022 → Present
  Ameriprise Financial Services, Llc
  Hutchinson, KS

Other Businesses

Business Ownership; Triptych LLC; Co-owner; Manage Ameriprise Business; 1724 E 30th Ave, , Hutchinson, KS, 67502; Not Investment-Related; 01/12/2024; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Briarwood Homeowners Association; Board Member; Briarwood, , Hutchinson, KS, 67502; Not Investment-Related; 04/04/2022; 1 to 9 hours per month; 0 during trading hours / Fox Theater, Hutchinson; Member; 18 East 1st Avenue, , Hutchinson, KS, 67501; Not Investment-Related; 06/20/2023; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-05-26

Designations

• Certified Financial Planner