Julianne Rose Miller
Investment adviser representative at Ameriprise Financial Services, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$660.5BFirm assets
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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
13 years in the industry.
- Ameriprise Financial Services, LLCDec 2025 to now
- Northwestern Mutual Wealth Management CompanyMay 2024 to Dec 2025
- Northwestern Mutual Investment Services LLCFeb 2024 to Dec 2025
- Northwestern Mutual Life Insurance CompanyFeb 2024 to Dec 2025
- Kestra Advisory Services, LLCJan 2022 to Feb 2024
- Kestra Investment Services LLCJun 2020 to Feb 2024
- Meritrust Wealth ManagementJun 2020 to Feb 2024
- Bernstein Private Wealth ManagementNov 2013 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 6272420
- Firm CRD
- 6363