Taylor Jeffrey Mitchell

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

• 03/2018 → 03/2020
  Ameriprise Financial Services Inc
  Bellevue, WA
• 02/2017 → 02/2018
  University Of Washington Football
  Seattle, WA
• 08/2016 → 02/2017
  Humboldt State Univ.
  Arcata, CA
• 01/2016 → 12/2017
  School, Harding Univ.
  Arcata, CA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Bellevue, WA

Other Businesses

Real Estate Ownership; Single Family; 7 S Miller St, , Wenatchee, WA, 98801; Not Investment-Related; 07/01/2022. Outside Employment; Wenatchee School District; Head Football Coach - Serving as Head Football Coach for Wenatchee High School.; Football Coach; 235 Sunset Ave, , Wenatchee, WA, 98801; Not Investment-Related; 06/28/2021; 10 to 19 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-18

Other Names

• Taylor Mitchell