Anthony S Groeschl

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

• 05/2024 → Present
  Ameriprise Financial Services, Llc
  De Pere, WI
• 06/2023 → 04/2024
  Servpro
  Neenah, WI
• 05/2022 → 04/2023
  Inland Flexo Llc
  Neenah, WI
• 10/2018 → 05/2022
  Waterstone Mortgage
  Green Bay, WI
• 02/2018 → 07/2019
  Jim And Linda's Lakeview Supper Club
  Pipe, WI
• 09/2015 → 06/2017
  University Of Oregon
  Eugene, OR
• 07/2017 → 01/2018
  Unemployed
  Chilton, WI
• 05/2023 → 06/2023
  Unemployed
  Appleton, WI

Other Businesses

Outside Employment; DP380, LLC; Employee; This business is the S-Crop that our franchise with Ameriprise flows through.; 444 Reid Street, , De Pere, WI, 54115; Investment-Related; 05/13/2024; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-09-08

Other Names

• Anthony Groeschl
• Anthony Stephen Groeschl