Zachary L Kaufman

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

• 07/2017 → 03/2020
  Ameriprise Financial Services Inc.
  Indianapolis, IN
• 05/2015 → 05/2017
  France A. Córdova Recreational Sports Center
  West Lafayette, IN
• 08/2013 → 05/2017
  Purdue University
  West Lafayette, IN
• 05/2017 → 07/2017
  Unemployed
  Avon, IN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Indianapolis, IN

Other Businesses

Outside Employment; Jung Consulting LLC; Employee; Manage advisory business; 8900 Keystone Crossing STE 400, , Indianapolis, IN, 46240; Investment-Related; 07/19/2017; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-12-16

Other Names

• Zachary Kaufman
• Zachary Louis Kaufman