Deana Kate Furfaro

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

Authority	Category	Status	Date
OH	RA	APPROVED	2025-08-26

OH RA
APPROVED

Since 2025-08-26

Branch Locations

Toledo, OH • United States

137 W 3Rd St, Perrysburg, OH 43551 • United States

Toledo, OH • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Llc	Toledo	OH	04/2017	06/2025
Cisp	Toledo	OH	12/2015	04/2017
Sylvania Historical Village	Sylvania	OH	09/2015	12/2019
Ameriprise Financial Services, Llc	Perrysburg	OH	08/2025	Present

04/2017 → 06/2025

Ameriprise Financial Services, Llc

Toledo, OH
12/2015 → 04/2017

Cisp

Toledo, OH
09/2015 → 12/2019

Sylvania Historical Village

Sylvania, OH
08/2025 → Present

Ameriprise Financial Services, Llc

Perrysburg, OH

Previous Registrations

2023-09-29 → 2025-06-25

Ameriprise Financial Services, Llc

Toledo, OH

Toledo, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-22

S66 Uniform Combined State Law Examination

2023-08-22

Other Names

Deana Kate Mayfield
Deana Kate Furfaro
Deana K Furfaro

View on SEC IAPD