Wayne Steven Wulf

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

• 03/1987 → 03/2020
  Ameriprise Financial Services, Inc.
  St. Paul, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  River Falls, WI

Other Businesses

Business Ownership; GMW Management LLC; Co-owner; Manage Ameriprise Business; 1700 Highway 36 West, Suite 420, Roseville, MN, 55113; Investment-Related; 02/01/2024; 1 to 9 hours per month; 0 during trading hours / Insight369 LLC; Owner; Manage Ameriprise Business; 710 N Main Street, Suite 103, River Falls, WI, 54022; Investment-Related; 08/04/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Gavin Craig LLC; Financial Advisor; Financial Advisor on the team; 1700 Hwy36 West, Suite 420, , Roseville, MN, 55113; Not Investment-Related; 01/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours / Insight369 LLC; Owner; Financial Planner; 710 N Main Street, Suite 103, River Falls, WI, 54022; Not Investment-Related; 08/04/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-05-06

Designations

• Certified Financial Planner