Alexander William Cowan
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Ameriprise Financial Services, LLCDec 2024 to now
- UBS Financial Services, Inc.Nov 2021 to Dec 2024
- Bank of America, N.A.Sep 2018 to Nov 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2018 to Nov 2021
- UnemployedApr 2018 to Jun 2018
- Ameriprise Financial Services IncOct 2017 to Apr 2018
- UnemployedSep 2017 to Oct 2017
- Double Seven DevelopmentMay 2017 to Sep 2017
- Northwestern MutualMay 2016 to May 2017
- University of Minnesota. Twin CitiesJan 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 6630262
- Firm CRD
- 6363