Rachael Michelle Peraza

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

• 05/2007 → 03/2020
  Ameriprise Financial Services, Inc.
  Bloomington, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Wayzata, MN

Other Businesses

Real Estate License; Yes. Outside Employment; Rachel the Realtor LLC; Client Service Associate - I will be helping Rachel Fredrickson, a real estate agent in her practice with administrative duties and helping her clients. Answering emails, reviewing paperwork, updating online information. I will NOT be acting as an agent, just helping the agent with her business.; ; 2143 Northdale Blvd NWCoon Rapids, MN55433, ,; Investment-Related; 08/01/2018; 20 to 39 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-09-14

Other Names

• Rachael Michelle Hayes
• Rachael M Cherry
• Rachael Michelle Leaf
• Rachael Michelle Cherry
• Rachael Kelly
• Rachael Michelle Kelly