Joshua Fox Ely

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Edina, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Edina, MN

Other Businesses

Business Ownership; IWM LLC; Co-owner; Manage Ameriprise Business; 7701 France Ave, Suite 675, Edina, MN, 55435; Investment-Related; 01/01/2025; 10 to 19 hours per month; 10 to 19 during trading hours / 3 Man, Inc.; Owner; Manage Ameriprise Business; 7701 France Ave S, Suite 675, Edina, MN, 55435; Investment-Related; 06/29/2018; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; IWM, LLC; Owner; Manage advisory business; 7701 France Ave S, Suite 675, Edina, MN, 55435; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours / 3 Man, Inc.; Owner; Manage advisory business; 7701 France Ave S, Suite 675, Edina, MN, 55435; Investment-Related; 06/29/2018; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; You're Rich Now What; Financial book for sale on on-line retailer. Describes the behaviors of a good steward and responsible mindset.; 4057 Kathie Dr, , Thompson's Station, TN, 37179; Not Investment-Related; 09/01/2026; 1 to 9 hours per month; 0 during trading hours / Deckmage; Table-top role playing game I am writing for sale on an on-line retailer.; 4057 Kathie Dr, , Thompson's Station, TN, 37179; Not Investment-Related; 09/01/2026; 1 to 9 hours per month; 0 during trading hours / Oathfall; Table-top role playing game I am writing for sale on an on-line retailer.; 4057 Kathie Dr, , Thompson's Station, TN, 37179; Not Investment-Related; 09/01/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-06-11

Designations

• Certified Financial Planner

Other Names

• Joshua Fox Ely