Dillon Sterle
Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Ameriprise Financial Services, LLCNov 2023 to now
- Eagle Strategies LLCJul 2022 to Nov 2023
- Nylife Securities LLCJun 2022 to Nov 2023
- New York Life Insurance CompanyMay 2022 to Nov 2023
- Riversource Distributors, Inc.Sep 2020 to May 2022
- Transamerica Investors Securities CorporationMar 2020 to Sep 2020
- Transamerica Life Insurance CompanyMar 2020 to Sep 2020
- UnemployedMar 2019 to Mar 2020
- Mutual of America Life Insurance CompanyApr 2018 to Mar 2019
- Mutual of America Securities LLCApr 2018 to Mar 2019
- UnemployedSep 2017 to Apr 2018
- Riversource Distributors IncJan 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 5978266
- Firm CRD
- 6363