Emily Herzog

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

• 07/2023 → 09/2025
  Equitable Advisors, Llc
  New York, NY
• 05/2023 → 09/2023
  Unemployed
  Oakdale, MN
• 03/2022 → 05/2023
  Graze
  Madison, WI
• 09/2019 → 03/2023
  University Of Wisconsin- Madison
  Madison, WI
• 07/2020 → 03/2022
  Texas Roadhouse
  Woodbury, MN
• 11/2016 → 07/2020
  Hyvee Market Grille
  Oakdale, MN
• 09/2015 → 05/2019
  Hill Murray High School
  Maplewood, MN
• 03/2020 → 09/2020
  Instacart
  Oakdale, MN
• 12/2025 → Present
  Ameriprise Financial Services, Llc
  New Brighton, MN
• 09/2025 → 12/2025
  Unemployed
  Golden Valley, MN

Previous Registrations

• 2024-01-12 → 2025-09-18
  Equitable Advisors, Llc
  Rochester, MN
  Golden Valley, MN
  Minneapolis, MN
  Oakdale, MN

Exams

• S66 Uniform Combined State Law Examination
  2023-12-07

Other Names

• Emily Herzog
• Emily Anne Herzog