Sally Jean Laughlin
Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
2 statesRegistered in
ChFC®Designation
$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
11 years in the industry.
- Ameriprise Financial Services, LLCJul 2025 to now
- Edward JonesJul 2018 to Jul 2025
- Ewomen NetworkSep 2016 to Sep 2018
- Women Wealth MasteryJan 2015 to May 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5868115
- Firm CRD
- 6363