Burke Alexander Lodge
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, LLCMar 2023 to now
- City National BankNov 2019 to Mar 2023
- RBC Capital Markets, LLC.Jul 2019 to Mar 2023
- Selway Asset ManagementNov 2017 to Jul 2019
- UnemployedMay 2017 to Nov 2017
- Disruptive Technology AdvisorsFeb 2017 to May 2017
- Bank of America, N.A.Jun 2015 to Feb 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2015 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 6194321
- Firm CRD
- 6363