Joseph Paul Macdonald

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

• 09/2023 → Present
  Ameriprise Financial Services, Llc
  Edina, MN
• 06/2020 → 06/2023
  Wells Fargo Bank
  Minneapolis, MN
• 06/2019 → 06/2020
  Roberthalf
  Eagan, MN
• 10/2016 → 05/2019
  University Of St. Thomas
  St. Paul, MN
• 05/2015 → 06/2019
  Coreresources
  St. Paul, MN
• 09/2015 → 05/2019
  University Of St. Thomas
  St. Paul, MN

Other Businesses

Outside Employment; Certainty of Uncertainty, LLC; Employee of legal entity.; Compensation received from an advisor owned entity established to manage the practice.; 7212 Metro Blvd, , Edina, MN, 55439; Investment-Related; 04/15/2026; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-11-08

Other Names

• Joe Macdonald
• Joseph Macdonald