Jon Michael Gadberry
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$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
10 years in the industry.
- Ameriprise Financial Services, LLCMay 2025 to now
- Orgel Wealth ManagementJan 2025 to May 2025
- Orgel Wealth ManagementJun 2021 to Dec 2024
- Northwestern Mutual Investment Services LLCDec 2019 to Jun 2021
- Steve MiuraDec 2019 to Jun 2021
- American Century Investment Services, Inc.Feb 2017 to Nov 2019
- Ameriprise Financial Services, Inc.Oct 2015 to Feb 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MN, SD).
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
- 6576530
- Firm CRD
- 6363