Max Mollaun
Investment adviser representative at Ameriprise Financial Services, LLC
13 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
13 years in the industry.
- Ameriprise Financial Services, LLCJul 2025 to now
- UnemployedJun 2025 to Jul 2025
- JP MorganFeb 2022 to Jun 2025
- UnemployedJan 2022 to Feb 2022
- Facet WealthSep 2021 to Dec 2021
- Lower.comSep 2020 to Sep 2021
- Golden Reserve, LLCAug 2019 to Sep 2020
- JP Morgan ChaseApr 2018 to Aug 2019
- Home DepotJan 2018 to Jan 2018
- Fifth Third BankSep 2017 to Apr 2018
- Nationwide Investment Services CorpJul 2016 to Nov 2016
- Nationwide Life Insurance CoOct 2015 to Sep 2017
- NationwideAug 2015 to Sep 2017
- Wqme Radio StationSep 2013 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 6683115
- Firm CRD
- 6363