Sheila Renee Quattlander

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

• 03/2015 → 08/2017
  Securities America Inc
  Dallas, TX
• 03/2015 → 08/2017
  Securities America Advisors
  Dallas, TX
• 08/2017 → 03/2020
  Ameriprise Financial Services Inc
  Tucson, AZ
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Tucson, AZ

Previous Registrations

• 2015-03-16 → 2017-08-11
  Securities America Advisors, Inc.
  Dallas, TX
• 2010-09-13 → 2015-03-10
  Hilltop Securities Inc.
  Dallas, TX

Other Businesses

Business Ownership; Catalina Confections; Owner, hobby baker; home bakery; 12294 N New Dawn Ave, , Oro Valley, AZ, 85755; Not Investment-Related; 08/01/2018; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Color Street; Independent Retail Sales; Retail; 12294 N New Dawn Ave, , Oro Valley, AZ, 85755; Not Investment-Related; 06/13/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-09-12

Other Names

• Sheila Renee Wagner
• Sheila Renee Stone
• Sheila Renee Wagner
• Sheila Renee Quattlander
• Sheila Renee Duren