Callie A Lucich

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	2025-05-08

OH RA
APPROVED

Since 2025-05-08

Branch Locations

Poland, OH • United States

965 Windham Ct Suite 5, Youngstown, OH 44512 • 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

Organization	City	State	From	To
Ameriprise Financial Services, Llc	Youngstown	OH	08/2023	Present
Full Time Student	Beaver Falls	PA	08/2015	05/2018
Ameriprise Financial	Boardman	OH	05/2018	08/2018
Full Time Student	Beaver Falls	PA	08/2018	05/2019
Bny Mellon	Pittsburgh	PA	05/2019	08/2023

08/2023 → Present

Ameriprise Financial Services, Llc

Youngstown, OH
08/2015 → 05/2018

Full Time Student

Beaver Falls, PA
05/2018 → 08/2018

Ameriprise Financial

Boardman, OH
08/2018 → 05/2019

Full Time Student

Beaver Falls, PA
05/2019 → 08/2023

Bny Mellon

Pittsburgh, PA

Other Businesses

Outside Employment; Integrated Professional Partners, LLC; Associate Financial Advisor being paid through the LLC Integrated Professional Partners; Manage advisory business; 965 Windham Court , Suite 5, Youngstown, OH, 44512; Investment-Related; 06/25/2025; 60 hours per month; 60 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-07

S66 Uniform Combined State Law Examination

2025-05-07

Other Names

Callie Lucich
Callie Anne Ford

View on SEC IAPD