Marcia J Geisert

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

• 08/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Newport News, VA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Newport News, VA

Other Businesses

Other Business Activities; Financial Secretary; Keep account of all money received and deposited in the name of the congregation properly designated bank accounts.; Resurrection Lutheran Church 765 J. Clyde Morris Blvd. Newport N, , ** not provided **, N/A, 00000; Investment-Related; 06/01/2018; 0 during trading hours; 1 to 9 hours per month / Lutheran Women's Missionary League (LWML); Collect funds for mission grantsProvide Devotions and Prayer; 801 Seminary Pl, Suite L010, , St. Louis, MO, 63105; Not Investment-Related; 06/01/2023; 0 during trading hours; 1 to 9 hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-14

Other Names

• Marcia Jo Eberhardt
• Marcia Jo Stroud