David Servatius
Investment adviser representative at Ameriprise Financial Services, LLC
23 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
23 years in the industry.
- Ameriprise Financial Services, LLCMar 2021 to now
- Crosstown Financial Advisors LLCSep 2020 to Mar 2021
- Health Care Service CorporationDec 2015 to Mar 2021
- Various Insurance Carriers for W&r Insurance AgenciesAug 2014 to Mar 2021
- Christopher ForbesJul 2014 to Mar 2021
- Christopher Forbes Tax PreparationJul 2014 to Mar 2021
- Waddell & Reed, IncJul 2014 to Mar 2021
- Lombard Family HealthMay 2003 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 6194013
- Firm CRD
- 6363