Toby Marshall Johnston
Investment adviser representative at Ameriprise Financial Services, LLC
13 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
13 years in the industry.
- Ameriprise Financial Services, LLCSep 2026 to now
- Fidelity Security Life Insurance Co.Mar 2025 to Aug 2026
- Forrest T. Jones & Co., Inc. dba Ftj Retirement AdvisorsMar 2025 to Aug 2026
- Planmember Securities CorporationMar 2025 to Aug 2026
- Commercial BankJan 2019 to Mar 2025
- LPL Financial LLCJan 2019 to Mar 2024
- Thrivent FinancialSep 2017 to Dec 2018
- Thrivent Investment Management IncSep 2017 to Dec 2018
- Cetera AdvisorsAug 2013 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 5277666
- Firm CRD
- 6363