Cyrus Glenn Clausen

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

• 06/1999 → 03/2020
  Ameriprise Financial Services, Inc.
  Glenview, IL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Chicago, IL

Other Businesses

Outside Employment; OKL LLC; Financial Advisor; OKL LLC pays the salaried portion of my compensation; 7130 S Westnedge Avenue, , Portage, MI, 49002; Investment-Related; 01/10/2024; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  1999-08-12