Theodore Joseph Andres

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
  Colchester, VT
• 05/2022 → Present
  Manchester Country Club
  Manchester, VT
• 12/2023 → 06/2024
  Champlain Valley Office Of Economic Opportunity
  Burlington, VT
• 10/2021 → 07/2024
  Red Square
  Burlington, VT
• 01/2018 → 03/2020
  Alterra Mountain Company
  Stratton, VT
• 01/2017 → 07/2018
  Barrows House
  Dorset, VT
• 01/2018 → 11/2019
  Union Underground
  Manchester, VT
• 06/2020 → 09/2020
  Cold Cow Creamery
  Manchester, VT
• 05/2016 → 08/2017
  Ye Olde Tavern
  Manchester, VT
• 08/2018 → 11/2021
  Special Olympics Vermont
  Manchester, VT
• 11/2016 → 04/2017
  Bromley Mountain
  Peru, VT
• 03/2020 → 06/2020
  Unemployed
  East Dorset, VT

Other Businesses

Outside Employment; R&D Holdings, LLC; Client Service Specialist. I am responsible for operations activities regarding customer accounts including opening accounts, placing trades, money movements, and rollovers.; Manage advisory business; 905 Roosevelt Hwy, , Colchester , VT, 05446; Investment-Related; 07/08/2024; 60 hours per month; 60 during trading hours / The Wilburton Inn; Role: Bartender Responsibilities: Making drinks; Bartender at weddings during the summer.; 257 Wilburton Dr, , Manchester , VT, 05254; Not Investment-Related; 05/17/2025; 10 to 19 hours per month; 0 during trading hours. Other Business Activities; Tax Preparer/Reviewer; I do volunteer tax preparation for low-income Vermonters through the Champlain Valley Office of Economic Opportunity. I also help to review completed returns to make sure tax forms match the information on the completed returns.; 255 S champlain St, , Burlington, VT, 05402; Not Investment-Related; 01/07/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-05-02

Other Names

• Teddy Joseph Andres