Wesley Connor Tolleson

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

• 07/2024 → Present
  Ameriprise Financial Services, Llc
  Plano, TX
• 08/2022 → 05/2023
  Texas A&M Department Of Recreation
  College Station, TX
• 05/2022 → 08/2022
  Texas Bank And Trust
  Tyler, TX
• 05/2023 → 05/2024
  Southern Methodist University
  Dallas, TX
• 08/2020 → 05/2023
  Texas A&M University
  College Station, TX
• 08/2019 → 08/2020
  Blinn College
  Bryan, TX
• 08/2013 → 08/2019
  Grace Community School
  Tyler, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-08-28

Other Names

• Wesley Tolleson