Susan Anne Johnsen

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
  American Express Financial Advisors Inc.
  Boston, MA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Greenville, SC

Other Businesses

Board of Directors; Charles Lea Foundation; board member; 195 Burdette St, , Spartanburg, SC, 29307; Not Investment-Related; 09/01/2018; 1 to 9 hours per month; 1 to 9 during trading hours / Charles Lea Center Foundation; Vice Chair; 195 Burdette St, , Spartanburg, SC, 29307; Not Investment-Related; 08/19/2025; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-02-14
• S63 Uniform Securities Agent State Law Examination
  1999-07-21

Other Names

• Susan Williams