Coleman John Conley

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

• 10/2000 → 03/2020
  Ameriprise Financial Services, Inc.
  Chicago, IL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Chicago, IL

Other Businesses

Business Ownership; CJC Black Oak Management; Owner; Manage Ameriprise Business; 2649 east 93rd street, , chicago, IL, 60617; Investment-Related; 06/19/2026; 40 to 59 hours per month; 10 to 19 during trading hours. Outside Employment; CJC Black Oak Management, LLC.; Owner; Manage advisory business; 2649 east 93rd street, , chicago, IL, 60617; Investment-Related; 06/19/2026; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; Xi Lambda Chapter Alpha Phi Alpha; Fraternal organization; 8336 south western ave., , chicago, IL, 60620; Not Investment-Related; 05/14/2022; 1 to 9 hours per month; 0 during trading hours / Ordained Minister; Ordained Minister entitled to perform wedding, funerals, etc. It is to have as no place of operation is intended but for personal purposes thus there are no hours of operational as it is not intended for public use; 2649 east 93rd street, , chicago, IL, 60617; Not Investment-Related; 02/27/2026; 0 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-06
• S63 Uniform Securities Agent State Law Examination
  1985-09-20

Other Names

• Coleman Conley