Adam Bass
Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Ameriprise Financial Services, LLCSep 2025 to now
- Massmutual Life Insurance CoJul 2025 to Sep 2025
- MML Investors Services, LLCJul 2025 to Sep 2025
- UnemployedMay 2025 to Jul 2025
- Guardian Life Insurance CompanyDec 2023 to Apr 2025
- Park Avenue Securities, LLCDec 2023 to Apr 2025
- MML Investors Services, LLCJan 2020 to Dec 2023
- Massmutual Life Insurance CoNov 2019 to Dec 2023
- Hornor Townsend & Kent IncAug 2017 to Dec 2019
- Penn Mutual Life Insurance CompanyAug 2017 to Jun 2019
- Massmutual Life Insurance CoJan 2014 to Aug 2017
- MML Investors Services, LLCJan 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 4670987
- Firm CRD
- 6363