Brian Francis Costello

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.
  Wilbraham, MA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Agawam, MA

Other Businesses

Business Ownership; BFC Group LLC; Same as now except my Franchise will be leasing office space under my future LLC for practice management; Consulting; 200 Silver Street Suite 110Agawam, MA 01001, ,; Not Investment-Related; 09/03/2019; 60 hours per month; 0 during trading hours / Traverse Advisory Group; Co-owner; Manage Ameriprise Business; 200 Silver Street, Unit 215, Agawam, MA, 01001; Investment-Related; 01/01/2026; 60 hours per month; 0 during trading hours. Outside Employment; Traverse Advisory Group; Co-owner; Manage advisory business; 200 Silver Street, Unit 215, Agawam, MA, 01001; Investment-Related; 04/01/2026; 60 hours per month; 60 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-11-02

Other Names

• Brian Costello