Wesley James Niblack
Investment adviser representative at Ameriprise Financial Services, LLC
18 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
18 years in the industry.
- Ameriprise Financial Services, LLCFeb 2021 to now
- First Command Advisory ServicesDec 2015 to Feb 2021
- First Command Financial Planning, Inc.Apr 2008 to Feb 2021
- First Command Financial Services, Inc.Apr 2008 to Feb 2021
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 5525034
- Firm CRD
- 6363