Chloe Bierman
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, LLCJun 2026 to now
- Bank of America, N.A.Dec 2024 to Mar 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to Mar 2026
- Dexian (contractor for U.S. Bank)Apr 2024 to Jul 2024
- Somm Wine Bar and RestaurantNov 2023 to Sep 2024
- UnemployedJul 2023 to Nov 2023
- Sloan and Williams WinerySep 2022 to Jul 2023
- Charles Schwab & Co., Inc.May 2022 to Jun 2023
- Fisher InvestmentsDec 2021 to May 2022
- Robinhood Financial, LLCNov 2020 to Dec 2021
- Westpoint FinancialSep 2020 to Jan 2021
- Fidelity Brokerage Services LLCJul 2015 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6531667
- Firm CRD
- 6363