Justin Todd Pohlig
Investment adviser representative at Ameriprise Financial Services, LLC
4 yearsExperience
2 statesRegistered in
CFADesignation
$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
4 years in the industry.
- Ameriprise Financial Services, IncJan 2020 to now
- Massmutual Life Insurance CoOct 2019 to Jan 2020
- MML Investors Services LLCOct 2019 to Jan 2020
- Foreside Fund Services, LLCJun 2017 to Aug 2019
- Global X Management CompanyJun 2017 to Aug 2019
- Full-time Student At Temple UniversityAug 2016 to Jun 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 6277127
- Firm CRD
- 6363