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Andrew Dale Reese

Ameriprise Financial Services, LLC

Jeannette, PA

Greensburg, PA

CRD 8162286

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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
PA RA APPROVED 2026-08-10
  • PA RA
    APPROVED
    Since 2026-08-10

Branch Locations

Jeannette, PA • United States

258 Frye Farm Rd, Greensburg, PA 15601 • 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 Greensburg PA 09/2025 Present
Penn Trafford School District Harrison City PA 02/2016 05/2021
Penn State University University Park PA 08/2021 05/2025
Pheple Federal Credit Union Jeannette PA 07/2019 05/2021
Mcdain Golf Center Monroeville PA 06/2020 08/2021
Penn State University University Park PA 01/2023 05/2025
Mcdain Golf Center Monroeville PA 05/2022 08/2022
Mcdain Golf Center Monroeville PA 05/2023 05/2023
Mcdain Golf Center Monroeville PA 05/2025 08/2025
  • 09/2025 → Present
    Ameriprise Financial Services, Llc
    Greensburg, PA
  • 02/2016 → 05/2021
    Penn Trafford School District
    Harrison City, PA
  • 08/2021 → 05/2025
    Penn State University
    University Park, PA
  • 07/2019 → 05/2021
    Pheple Federal Credit Union
    Jeannette, PA
  • 06/2020 → 08/2021
    Mcdain Golf Center
    Monroeville, PA
  • 01/2023 → 05/2025
    Penn State University
    University Park, PA
  • 05/2022 → 08/2022
    Mcdain Golf Center
    Monroeville, PA
  • 05/2023 → 05/2023
    Mcdain Golf Center
    Monroeville, PA
  • 05/2025 → 08/2025
    Mcdain Golf Center
    Monroeville, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-06
  • S66 Uniform Combined State Law Examination
    2026-08-06

View on SEC IAPD

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