Aimee Carissa Daigle
Investment adviser representative at Ameriprise Financial Services, LLC
16 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
16 years in the industry.
- Ameriprise Financial Services, LLCSep 2025 to now
- Edward JonesJul 2023 to Sep 2025
- Northwestern Mutual Investment Services LLCMar 2023 to Apr 2023
- Pete LiaoMar 2023 to Apr 2023
- LPL Financial Services, LLCSep 2018 to Feb 2023
- Ameriprise Financial Services IncJul 2012 to Aug 2018
- Satre Financial GroupJun 2010 to Feb 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (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
- 5202891
- Firm CRD
- 6363