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Mary Allison Bourke

Ameriprise Financial Services, LLC

Los Angeles, CA

Los Angeles, CA

CRD 7966225

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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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-23
  • CA RA
    APPROVED
    Since 2024-09-23

Branch Locations

2029 Century Park E Ste 2550, Los Angeles, CA 90067 • United States

Los Angeles, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services Llc Los Angeles CA 08/2024 Present
Bourke Coaching & Consulting Los Angeles CA 11/2023 07/2024
Opuzen Design Los Angeles CA 04/2023 11/2023
Bourke Coaching & Consulting Los Angeles CA 05/2020 04/2023
Thryv (Formerly Yp, At&T) Glendale CA 09/2003 05/2020
  • 08/2024 → Present
    Ameriprise Financial Services Llc
    Los Angeles, CA
  • 11/2023 → 07/2024
    Bourke Coaching & Consulting
    Los Angeles, CA
  • 04/2023 → 11/2023
    Opuzen Design
    Los Angeles, CA
  • 05/2020 → 04/2023
    Bourke Coaching & Consulting
    Los Angeles, CA
  • 09/2003 → 05/2020
    Thryv (Formerly Yp, At&T)
    Glendale, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-21
  • S66 Uniform Combined State Law Examination
    2024-09-21
Other Names
  • Mary Allison Bourke
  • Mary Bourke

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

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