Erica Bearer
Investment adviser representative at Ameriprise Financial Services, LLC
16 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
Are you Erica Bearer? 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
16 years in the industry.
- Ameriprise Financial Services, LLCJan 2026 to now
- Tahoma Advisory GroupFeb 2024 to Dec 2025
- Franklin Pierce School DistrictOct 2023 to Feb 2024
- Tacoma Pierce County Health DeptMar 2023 to Sep 2023
- Kimball Creek PartnersOct 2021 to Mar 2023
- Chi FranciscanApr 2020 to Oct 2021
- InvestcoFeb 2019 to Apr 2020
- Multicare Health SystemsJun 2017 to Feb 2019
- Investors Portfolio ServicesApr 2017 to Jun 2017
- Tax Center and AccountingJan 2017 to Apr 2017
- Schnitzer SteelNov 2016 to Jan 2017
- Cornerstone Financial StrategiesApr 2010 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 5785249
- Firm CRD
- 6363