Ikechukwu M. Ezugwu

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

• 01/2024 → 09/2024
  Transamerica Financial Advisors, Inc
  So. Jordan, UT
• 12/2023 → 09/2024
  Wfgia
  So. Jordan, UT
• 07/2019 → 12/2023
  Unemployed
  Midvale, UT
• 04/2018 → 07/2019
  Homerun Products
  S Salt Lake, UT
• 10/2017 → 04/2018
  Environmental Intellect Llc
  Cheyenne, WY
• 01/2013 → 10/2017
  Student
  Laramie, WY
• 12/2023 → 09/2024
  Managed Wealth Financial
  South Jordan, UT
• 10/2024 → Present
  Ameriprise Financial Services, Llc
  Midvale, UT

Previous Registrations

• 2024-02-13 → 2024-09-25
  Transamerica Financial Advisors, Llc
  So. Jordan, UT

Exams

• S66 Uniform Combined State Law Examination
  2024-01-19

Other Names

• Ikechukwu Michael Ezugwu
• Ikechukwu M. Ezugwu
• Ikechukwu Ezugwu