Heidi Fifield

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

• 10/2017 → 08/2021
  First Command
  Fort Worth, TX
• 03/2016 → 03/2017
  Gnis, Llc
  San Diego, CA
• 04/2017 → 09/2017
  Unemployed
  San Diego, CA
• 09/2017 → 07/2026
  Self Employed Booking
  San Diego, CA
• 08/2021 → 01/2024
  Woodbury Financial Services Inc
  Rancho Santa Fe, CA
• 01/2024 → 07/2026
  Osaic Wealth, Inc.
  Escondido, CA
• 07/2026 → Present
  Ameriprise Financial Services, Llc
  Solana Beach, CA

Previous Registrations

• 2024-01-19 → 2026-07-29
  Osaic Wealth, Inc.
  Prescott, AZ
  San Diego, CA
  San Diego, CA
• 2021-08-23 → 2024-01-19
  Woodbury Financial Services, Inc.
  Escondido, CA
• 2018-06-25 → 2021-09-13
  First Command Advisory Services
  San Diego, CA
  Fort Worth, TX

Other Businesses

Real Estate Ownership; Multi-Family; 2727 Morena Blvd., #205, San Diego, CA, 92117; Not Investment-Related; 03/01/2003. Independent Insurance Brokering; Medico (Wellabe); 07/30/2026; Medicare Supplement / Aetna; 05/03/2023; Health / UnitedHealthcare Medicare; 11/02/2024; Medicare Supplement / Blue Cross Blue Shield; 01/01/2024; Health.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-08

Other Names

• Heidi Corrine Pierce
• Heidi Corrine Sherrill
• Heidi Corrine Fifield
• Heidi Fifield
• Heidi Corrine Sherrill Fifield