Eva L Moulton

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

• 05/1999 → 03/2020
  Ameriprise Financial Services, Inc.
  Grand Rapids, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Troy, MI

Other Businesses

Board of Directors; PCHS Soccer Boosters; President; 7338 Brindle Trail, , Kalamazoo, MI, 49009; Not Investment-Related; 02/26/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Amy Smith; Financial Advisor - Sit in on meetings to offer assistance in client needs and help in post meeting tasks; Manage advisory business; 26200 Town Center Drive Suite 250, , Novi, MI, 48375; Investment-Related; 02/05/2021; 0 hours per month; 0 during trading hours / Kimberly Read; Financial Advisor - OBO assistance, help preparing for appointments and client service.; Manage advisory business; 10333 E. 21st St. N Suite 402, , Wichita, KS, 67206; Investment-Related; 10/24/2016; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-28
• S65 Uniform Investment Adviser Law Examination
  2005-03-18
• S63 Uniform Securities Agent State Law Examination
  1999-06-17

Designations

• Certified Financial Planner

Other Names

• Eva Jurzak
• Eva Lucy Jurzak
• Eva Lucy Jurzak
• Eva Moulton
• Eva Lucy Moulton