Amy Elizabeth Harper
Investment adviser representative at Ameriprise Financial Services, LLC
20 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
20 years in the industry.
- Ameriprise Financial Services, LLCAug 2026 to now
- Tinker Financial Services, LLCAug 2022 to now
- Tfcu Financial AdvisorsMar 2022 to now
- Tinker Federal Credit UnionFeb 2022 to now
- Raymond James Financial Services, IncMar 2022 to Aug 2026
- T Rowe PriceMay 2006 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 5153346
- Firm CRD
- 6363