Marlo Anne Chambers
Investment adviser representative at Ameriprise Financial Services, LLC
32 yearsExperience
1 stateRegistered 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
32 years in the industry.
- Ameriprise Financial Services, LLCSep 2025 to now
- Morgan StanleyNov 2023 to Sep 2025
- Charles Schwab & Co., Inc.Nov 2020 to Oct 2023
- Charles Schwab Bank SsbNov 2020 to Oct 2023
- TIAAAug 2017 to Sep 2020
- TIAA-CREF Individual & Institutional Services, LLCAug 2017 to Sep 2020
- Charles Schwab BankFeb 2005 to Jul 2017
- Charles Schwab & Co., Inc.Mar 1994 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 2341211
- Firm CRD
- 6363