Tony Kajmakoski

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

• 03/1999 → 03/2020
  Ameriprise Financial Services, Inc.
  Merrillville, IN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Crown Point, IN

Other Businesses

Real Estate Ownership; Commercial; 11480 BroadwayCrown Point, IN 46307, ,; ; . Business Ownership; Edwin Group LLC; ; This is an LLC set up for group office management and group bill payments.; 11480 BroadwayCrown Point, IN 46307, ,; ; ; 0 hours per month; / Palmer Holdings LLC; ; Entity created to handle the real estate ownership portion of our registered office.; 11480 BroadwayCrown Point, IN 46307, ,; ; ; 0 hours per month; / Tony Kajmakoski; Owner; Manage Ameriprise Business; 10429 Trevino St, , Crown Point, IN, 46307; Investment-Related; 04/13/2012; 40 to 59 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-04-23