Toni Lynne Paup
Investment adviser representative at Ameriprise Financial Services, LLC
22 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
22 years in the industry.
- Ameriprise Financial Services, LLCNov 2025 to now
- Osaic Wealth, IncOct 2024 to Nov 2025
- LPL Financial LLCOct 2017 to Sep 2024
- Cetera Investment Services LLCDec 2013 to Oct 2017
- Northwest Advisors, Inc.Oct 2011 to Dec 2018
- Northwest Bank (formerly: Northwest Savings Bank)Jan 2011 to Nov 2025
- Self EmployedMar 2004 to Sep 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
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
- 5059683
- Firm CRD
- 6363