Kerri Lynn Buchman

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

• 11/1998 → 03/2020
  Ameriprise Financial Services, Inc.
  Largo, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Clearwater, FL

Other Businesses

Real Estate Ownership; Lot/Land; Old Town Lot 73 - 2.5 acres1261 743rd Street, Old Town 32680, ,; ; . Outside Employment; Envision Abundance LLC; Financial Advisor - The franchise advisor pays Kerri through Envision Abundance LLC for the work he does as an Ameriprise Financial Advisor; Financial Advisor; 18514 US Hwy 19 North, Suite A, , Clearwater, FL, 33764; Investment-Related; 04/01/2021; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-09