Amy Toso Rosivach

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

• 03/2017 → 09/2022
  Pruco Securities, Llc.
  St. Louis Park, MN
• 10/2015 → 03/2017
  Unemployment/Homemaker
  New Brigton, MN
• 07/2017 → 09/2022
  Prudential Insurance Company Of America
  St Louis Park, MN
• 09/2022 → Present
  Ameriprise Financial Services, Llc
  New Brighton, MN

Previous Registrations

• 2022-01-18 → 2022-09-13
  Pruco Securities, Llc.
  St. Louis Park, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-18
• S63 Uniform Securities Agent State Law Examination
  2017-06-22

Other Names

• Amy Jessica Toso