Elizabeth Chatterton

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

• 08/2015 → 07/2026
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 05/2016 → 07/2026
  Northwestern Mutual Investment Services Llc
  Lexington, KY
• 10/2016 → 07/2026
  Northwestern Mutual Wealth Management Companu
  Milwaukee, WI
• 07/2026 → Present
  Ameriprise Financial Services, Llc
  Lexington , KY

Other Businesses

Board of Directors; Operation: Secret Santa; At large; 621 W Main St, Apt 104, Lexington, KY, 40508; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours / Squires Elementary PTA; Secretary; 3337 Squire Oak Dr, , Lexington, KY, 40515; Not Investment-Related; 05/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Lexington Middle School PTA; at large; 350 N Limeston, , Lexington, KY, 40508; Not Investment-Related; 08/12/2026; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-07-15

Designations

• Certified Financial Planner

Other Names

• Beth Woerner
• Elizabeth Douglas Chatterton
• Beth Woerner
• Elizabeth Woerner
• Elizabeth Chatterton
• Beth Chatterton
• Elizabeth Douglas Woerner Chatterton