Glori Crumpley
Investment adviser representative at Ameriprise Financial Services, LLC
15 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
Are you Glori Crumpley? Claim your profile
Contact this firm
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
15 years in the industry.
- Ameriprise Financial Services, LLCMay 2025 to now
- Gc ConsultingJun 2015 to now
- Davies Financial AdvisorsJun 2022 to May 2025
- Ameriprise Financial Services, Inc.May 2019 to Jun 2022
- Triad AdvisorsMar 2019 to May 2019
- WmbcFeb 2019 to May 2019
- Gramercy Securities, Inc.Nov 2016 to Jan 2019
- Optivest, Inc.Nov 2016 to Jan 2019
- Financial Management Network, Inc.Apr 2011 to Nov 2016
- Fmn Capital CorporationApr 2011 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 3219749
- Firm CRD
- 6363