Phillip Frederick Fournier
Investment adviser representative at Ameriprise Financial Services, LLC
20 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Ameriprise Financial Services, LLCJul 2023 to now
- Ss&cMay 2022 to now
- Cape Cod Consulting, LtdFeb 2022 to now
- UnemployedNov 2021 to Feb 2022
- American Century Investment Services, Inc.Nov 2020 to Nov 2021
- UnemployedNov 2019 to Nov 2020
- Expedia Credit Solutions, LLCAug 2018 to Sep 2018
- Waddell & Reed IncMay 2011 to Nov 2019
- Minutemen Fire ApparatusJun 2006 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2252484
- Firm CRD
- 6363