William R Jirousek

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

• 11/2013 → 03/2018
  Cco Investment Services Corp
  Mayfield Heights, OH
• 03/2018 → Present
  The Huntington Investment Company
  Mayfield Heights, OH
• 06/2026 → Present
  Ameriprise Financial Services, Llc
  Mayfield Heights, OH

Previous Registrations

• 2013-11-18 → 2018-03-23
  Citizens Securities, Inc.
  Maple Heights, OH
  Mayfield Heights, OH
  Mayfield Village, OH
  Chagrin Falls, OH
  Cleveland, OH
  Solon, OH
  Cleveland, OH
  Cleveland, OH
  Fairlawn, OH
• 2012-09-19 → 2013-11-18
  Key Investment Services Llc
  Cleveland, OH
  South Euclid, OH
  Columbus, OH
• 2010-09-23 → 2012-09-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cleveland, OH
  Pepper Pike, OH

Exams

• S66 Uniform Combined State Law Examination
  2010-09-03

Other Names

• William R Jironsek