Tamara Kay Sorsoleil
Investment adviser representative at Ameriprise Financial Services, LLC
14 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
14 years in the industry.
- Ameriprise Financial Services, LLCMar 2020 to now
- Concordia UniversityJan 2016 to now
- Ameriprise FinancialSep 2019 to Mar 2020
- Columbia ThreadneedleApr 2018 to Sep 2019
- Kelly ServicesJan 2018 to Apr 2018
- Cfs Financial StaffingSep 2017 to Jan 2018
- Altegrity/corporate Risk HoldingsSep 2012 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 2534096
- Firm CRD
- 6363