Gregg E Martinsen

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

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 06/2020 → Present
  Ameriprise Financial Services Llc
  Clarence, NY

Previous Registrations

• 2002-07-31 → 2020-07-09
  Equitable Advisors, Llc
  Williamsville, NY
  Clarence, NY

Other Businesses

Real Estate Ownership; Single Family; 3554 Recurve Cir, , Sarasota, FL, 34240; Not Investment-Related; 03/01/2025. Business Ownership; Gregg Martinsen; Owner; Manage Ameriprise Business; 7919 Waterbend Trl, , Sarasota, FL, 34240; Investment-Related; 01/01/2025; 0 hours per month; 0 during trading hours. Other Business Activities; Trails received from previously sold policies; Simply receiving periodic trails via ACH to personal checking based on life and annuity policies sold before joining Ameriprise. Home address and business address are the same. No new business as part of this Outside Business Activity.; 7919 Waterbend Trl, , Sarasota, FL, 34240; Not Investment-Related; 08/25/2023; 0 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-23
• S63 Uniform Securities Agent State Law Examination
  1985-12-23

Designations

• Chartered Financial Consultant

Other Names

• Gregg E Martinsen
• Gregg Edwin Martinsen
• Gregg E Martinsen
• Gregg S Martinsen