Cheryl Kay Williams

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.
  Okemos, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Okemos, MI

Other Businesses

Real Estate Ownership; Condo with a 5 tenant rental license in Mt. Pleasant, MI. We will be owners with our son, who will also be living in the property while he attends college for his doctorate in Physical Therapy at CMU. He will have some of his friends living with him.; 1825 S Crawford St, Unit C-2, Mt. Pleasant , MI, 48858; Investment-Related; 01/23/2026. Outside Employment; Michigan Referees; Referee - Soccer Referee - To officiate soccer games. Teams will change on a game to game basis and each team is responsible for paying the officiating crew. Game locations will vary.; ; No Address, , Multiple, MI, 48842; Not Investment-Related; 10/24/2021; 1 to 9 hours per month; 0 during trading hours / Michigan Jaguars FC; Assist the head coach with practice design and implementation of our young players (up to age 19). Also assist with game day actions and step in as necessary as head coach when the head coach is unavailable. This is includes travel primarily in Michigan and sometimes in other states pending tournaments the team decides to participate in. There may be some interaction with parents as well. Practice is 2 times per week and games can 2-3 during the week, it varies.; Assistant Soccer Coach for Michigan Jaguars FC; 7419 E Mt Hope Hwy, , Grand Ledge, MI, 48837; Not Investment-Related; 06/05/2023; 20 to 39 hours per month; 0 during trading hours. Other Business Activities; Holt Boosters; I help the tennis coach track tournament fees, deposit checks, make requests for reimbursements or payments from the tennis account. This also includes providing the proper documentation as required by the booster board for the high school, which is parent run. I only help the boys tennis coach. I used to be a board member, but now I am only co-booster representative for the boys tennis team. I do not attend any of the meetings, our other booster parent does. I only assist the boys tennis coaches with deposits at the bank and collecting tournament fees from other schools.; 5885 W Holt Rd, , Holt, MI, 48842; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-04
• S63 Uniform Securities Agent State Law Examination
  1999-09-17

Other Names

• Cheryl Kay Scholten
• Cheryl Kay Scholten