Susanne Marie Kullen
Investment adviser representative at Ameriprise Financial Services, LLC
12 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
12 years in the industry.
- Ameriprise Financial Services, LLCJan 2025 to now
- Aurora Securities Inc.Feb 2024 to Dec 2024
- Secure Asset Management LLCFeb 2024 to Dec 2024
- Cetera Advisor Networks LLCAug 2023 to Feb 2024
- Cetera Investment Advisers LLCAug 2023 to Feb 2024
- Wealth Strategies Financial GroupSep 2019 to Feb 2024
- Securian Financial Services IncSep 2019 to Aug 2023
- Foresters Financial ServicesSep 2014 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2018
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
- 6259764
- Firm CRD
- 6363