Troy Allen Engelke
Investment adviser representative at Ameriprise Financial Services, LLC
12 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
Are you Troy Allen Engelke? 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
12 years in the industry.
- Ameriprise Financial Services, LLCAug 2021 to now
- Rbfcu Services LLCOct 2020 to now
- Cuna Brokerage Services, Inc.Jun 2019 to Aug 2021
- Randolph-brooks Federal Credit UnionOct 2018 to Oct 2020
- Cuna Brokerage Services, Inc.Oct 2014 to Oct 2018
- Rbfcu Investments Group, LLC.Oct 2014 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
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
- 5742541
- Firm CRD
- 6363