Alan Blake Mclellan
Investment adviser representative at Ameriprise Financial Services, LLC
7 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
7 years in the industry.
- Ameriprise Financial Services, LLC.May 2020 to now
- Ameriprise Financial Services, LLCMar 2020 to Mar 2020
- Cetera AdvisorsDec 2018 to Apr 2020
- Mclellan Financial MortgageDec 2018 to Apr 2020
- Mclellan Financial ServicesDec 2018 to Apr 2020
- Morgan Stanley Private Bank, National AssociationJan 2015 to Dec 2018
- Morgan StanleyJul 2013 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6231373
- Firm CRD
- 6363