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Stephanie Ann Kunego

Ameriprise Financial Services, LLC

Anna, TX

Mckinney, TX

CRD 5444448

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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
TX RA APPROVED 2026-08-19
  • TX RA
    APPROVED
    Since 2026-08-19

Branch Locations

Anna, TX • United States

203 W Davis St, Mckinney, TX 75069-4435 • 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 Mckinney TX 07/2025 Present
Teaching Strategies Washington DC 03/2025 07/2025
Istation (Amira Learning) Dallas TX 08/2016 10/2024
Unemployed Anna TX 10/2024 03/2025
  • 07/2025 → Present
    Mckinney, TX
  • 03/2025 → 07/2025
    Teaching Strategies
    Washington, DC
  • 08/2016 → 10/2024
    Istation (Amira Learning)
    Dallas, TX
  • 10/2024 → 03/2025
    Unemployed
    Anna, TX
Other Businesses

Other Business Activities; Dog sitting; I do dog sitting on the side for friends and family for a fee. I do not advertise, it is just word of mouth. It has grown over the last few years, where I was doing it as a favor and now I do it more and charge. I have about 20 regular clients and I charge $30-$40 per dog depending on the size. The number of hours I spend on the business does not interfere with work, because they are dogs and entertain themselves. I am just answering as overall hours, since they are at my house when I am at the office, and the trading hours is when I work from home on Fridays.; 1404 Elderberry Drive, , Anna, TX, 75409; Not Investment-Related; 09/01/2021; 60 hours per month; 20 to 39 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-17
  • S66 Uniform Combined State Law Examination
    2026-08-17

View on SEC IAPD

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