Bridget Ann Erhard

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

• 11/1998 → 03/2020
  Ameriprise Financial Services, Inc.
  Wilmington, DE
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Wilmington, DE

Other Businesses

Real Estate Ownership; Commercial; 6 Larch Ave. Ste 399, , Wilmington, DE, 19804; Investment-Related; 01/01/2007. Business Ownership; Other; Other; 6 Larch Ave., Ste 399, Wilmington, DE 19804, , ** not provided **, N/A, 00000; Not Investment-Related; 01/04/2016; 1 to 9 hours per month; 0 during trading hours / Other; Other; 6 Larch Ave., Ste 399, Wilmington, DE 19804, , ** not provided **, N/A, 00000; Not Investment-Related; 01/01/2007; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-04
• S63 Uniform Securities Agent State Law Examination
  1998-12-29

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Bridget Ann Denara
• Bridget Ann Denara