Beth Ann Gibson

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

• 05/2018 → 09/2018
  William Horne
  Savannah, GA
• 04/2018 → 05/2018
  Chick Fil A
  Savannah, GA
• 06/2017 → 04/2018
  Staff Care 24 7
  Savannah, GA
• 08/2016 → 06/2017
  Chick Fil A
  Savannah, GA
• 09/2018 → 11/2018
  Kaylen Mitchell
  Savannah, GA
• 12/2018 → 06/2023
  Northwestern Mutual Investment Services Llc
  Savannah, GA
• 09/2018 → 06/2023
  William Horne
  Savannah, GA
• 04/2019 → 12/2019
  Meghan Newell
  Savannah, GA
• 07/2019 → 06/2023
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 11/2021 → 04/2022
  The Horseshoe Crab
  Savannah, GA
• 04/2022 → 06/2025
  Talbots
  Savannah, GA
• 06/2023 → 07/2026
  Lincoln Investment
  Fort Washington, PA
• 07/2026 → Present
  Ameriprise Financial Services, Llc
  Newton , MA

Previous Registrations

• 2023-06-28 → 2026-07-09
  Lincoln Investment
  Savannah, GA
  Fort Washington, PA
  Henrico, VA

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-04-14

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Beth Ann Gibson
• Beth Ann Holtzclaw
• Beth Ann Gibson
• Beth Ann Gibson