Bryan Adam Schimmel
Investment adviser representative at Ameriprise Financial Services, LLC
13 yearsExperience
2 statesRegistered 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, LLCAug 2026 to now
- Wealth Strategies & Insurance Solutions By Ayc Capital LLCApr 2025 to Aug 2026
- Monarch Grove Wealth Strategies and Insurance SolutionsJun 2023 to Aug 2026
- Eagle Strategies LLCJul 2020 to Aug 2026
- Nylife Securities LLCJun 2020 to Aug 2026
- New York Life Insurance CoMay 2020 to Aug 2026
- UnemployedFeb 2020 to Apr 2020
- Gerber Kawasaki Wealth & Investment ManagementMar 2019 to Feb 2020
- UnemployedApr 2018 to Mar 2019
- AXA-advisors, LLCJan 2018 to Apr 2018
- UnemployedApr 2017 to Jan 2018
- Ameriprise Financial Services IncJun 2013 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5855061
- Firm CRD
- 6363