Tracy Jean Young
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$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
10 years in the industry.
- Ameriprise Financial Services, LLCNov 2025 to now
- UnemployedFeb 2025 to Nov 2025
- Kevin SteinJun 2021 to Feb 2025
- Northwestern Mutual Investment Services LLCJun 2021 to Feb 2025
- Sarah SteinJun 2021 to Feb 2025
- UnemployedJan 2021 to May 2021
- Centravest FinancialSep 2020 to Jan 2021
- Raymond James Financial Services incSep 2020 to Jan 2021
- Ethos Risk ServicesNov 2019 to Sep 2020
- Pier 1 ImportsNov 2019 to Nov 2019
- UnemployedMay 2019 to Nov 2019
- Sandy Morris FinancialFeb 2019 to May 2019
- UnemployedMar 2018 to Feb 2019
- Edward JonesOct 2017 to Mar 2018
- UnemployedMay 2015 to Oct 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CT, FL).
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
- 2958531
- Firm CRD
- 6363