John Marcus Rivera
Investment adviser representative at Ameriprise Financial Services, LLC
20 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$660.5BFirm assets
Are you John Marcus Rivera? Claim your profile
Contact this firm
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, LLCMay 2026 to now
- Osaic Wealth, Inc.Jan 2024 to May 2026
- Woodbury Financial Services IncJun 2022 to Jan 2024
- Premier Asset Solutions Inc.Jul 2018 to Jun 2022
- Eagle Strategies LLCJan 2017 to Jun 2022
- Nylife Securities, LLCOct 2008 to Jun 2022
- New York Life Insurance CompanyFeb 2006 to Jun 2022
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 5473592
- Firm CRD
- 6363