David Glenn Miller

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

• 04/1985 → 03/2020
  Ameriprise Financial Services, Inc.
  Hollidaysburg, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Altoona, PA

Other Businesses

Real Estate Ownership; Commercial; 1600 Valley View Blvd, , Altoona, PA, 16602; Not Investment-Related; 07/01/1995. Business Ownership; David G. Miller Group LLC; Owner; Manage Ameriprise Business; 1600 Valley View Boulevard, , Altoona, PA, 16602; Investment-Related; 12/09/2005; 0 hours per month; 0 during trading hours. Outside Employment; 26th Avenue Inc; financial adviser; Manage advisory business; 1600 Valley View Boulevard, , Altoona, PA, 16602; Investment-Related; 01/01/2022; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-11-28
• S63 Uniform Securities Agent State Law Examination
  1985-06-20