Clinton Tanner Sampson

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 → 11/2024
  Key Investment Services, Llc
  Brooklyn, OH
• 03/2022 → 01/2024
  Keybank Na
  Salt Lake City, UT
• 01/2020 → 03/2022
  Chartway Federal Credit Union
  Salt Lake City, UT
• 05/2019 → 01/2020
  Key Bank
  Salt Lake City, UT
• 10/2018 → 04/2019
  Ups
  Salt Lake City, UT
• 05/2018 → 08/2018
  Altaray Solar
  Salt Lake City, UT
• 01/2018 → 05/2018
  Axess Energy
  Salt Lake City, UT
• 04/2017 → 03/2019
  Grub Hub
  Salt Lake City, UT
• 01/2017 → 08/2021
  University Of Utah
  Salt Lake City, UT
• 10/2016 → 12/2016
  Dixie Center
  St. George, UT
• 10/2014 → 10/2016
  The Church Of Jesus Christ Of Latter Day Saints
  Iquitos
• 08/2018 → 09/2018
  Lyft
  Salt Lake City, UT
• 01/2024 → 11/2024
  Keybank Na
  Salt Lake City, UT
• 11/2024 → Present
  Ameriprise Financial Services, Llc
  Salt Lake City, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-11
• S63 Uniform Securities Agent State Law Examination
  2024-02-28

Other Names

• Tanner Sampson