Julie Ann Ziegler

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  New Brighton, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  New Brighton, MN

Other Businesses

Outside Employment; Mille Lacs Band Board of Corporate Commissions; Board of Corporate Commissions Member - committee member for business development for Band Members; Board Member of the Mille Lacs Band Corporate Commissions - a committee that reports to the board for small business development; 43408 Oodena Dr., , Onamia, MN, 56359; Not Investment-Related; 09/02/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-05-18

Other Names

• Julie Dunkley