Erin Wynn Masters
Investment adviser representative at Ameriprise Financial Services, LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$660.5BFirm assets
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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
19 years in the industry.
- Ameriprise Financial Services, LLCSep 2017 to now
- Insurance-non VariableJan 2012 to Sep 2017
- Qualus Business Ownership SolutionsMay 2011 to Sep 2017
- Clc, Inc.Apr 2010 to Sep 2017
- United Healthcare SalesNov 2009 to Sep 2017
- Raymond James Financial Services Advisors, Inc.Jan 2009 to Sep 2017
- Greg Wynn Financial Services, IncJan 2008 to Sep 2017
- Raymond James Financial ServicesDec 2007 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 2813872
- Firm CRD
- 6363