Jodi Lynn Tanner
Investment adviser representative at Ameriprise Financial Services, LLC
27 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
27 years in the industry.
- Ameriprise Financial Services, LLCFeb 2025 to now
- Self EmployedSep 2024 to Jan 2025
- A Bud Krater, IncFeb 2024 to Aug 2024
- UnemployedNov 2023 to Jan 2024
- Amy McgarryMay 2023 to Oct 2023
- SpherionFeb 2023 to May 2023
- Bass Pro ShopOct 2022 to Dec 2022
- UnemployedFeb 2022 to Sep 2022
- Ameriprise Financial Services, Inc.Jan 1999 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 3175220
- Firm CRD
- 6363