Carter Ruegsegger

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

• 10/2025 → Present
  Ameriprise Financial Services, Llc
  Middleton, WI
• 05/2023 → 09/2025
  Brian Wilson's Golf Shop
  Peosta, IA
• 08/2023 → Present
  University Of Dubuque
  Dubuque, IA
• 08/2021 → 05/2023
  Clarke University
  Dubuque, IA
• 11/2020 → 08/2022
  Kapke Construction
  Blanchardville, WI
• 09/2020 → 11/2020
  T Squared Builders
  Monroe, WI
• 08/2019 → 08/2020
  Carroll University
  Waukesha, WI
• 06/2017 → 10/2019
  Edelweiss Chalet Country Club
  New Glarus, WI
• 08/2015 → 05/2019
  Pecatonica Area High School
  Blanchardville, WI

Exams

• S66 Uniform Combined State Law Examination
  2026-07-31

Other Names

• Carter Ruegsegger
• Carter Brian Ruegsegger