William John Mcleer

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

• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Voorhees, NJ
• 09/1994 → 03/2020
  Ameriprise Financial Services, Inc.
  Voorhees, NJ

Other Businesses

Business Ownership; Voorhees Management Group, LLC; Partner; LLC for purpose of renting real estate.; 1105 Laurel Oak Road Suite 142, , Voorhees, NJ, 08043; Not Investment-Related; 12/12/2000; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-10-14

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• William John Mcleer
• William John Mc Leer