Neil Allan Winterfeldt

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Gaylord, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Gaylord, MN

Other Businesses

Real Estate Ownership; Lot/Land; 5003 Page Ave , , Brownton , MN, 55312; Investment-Related; 10/31/2025. Board of Directors; Grace Lutheran Church Council; Church council member; 8638 Plum Ave, , Brownton, MN, 55312; Not Investment-Related; 02/11/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-02-26

Other Names

• Neil Allan Winterfeldt