Beth Ann Gibson
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
4 statesRegistered in
CFP® certification, ChFC®Designations
$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, LLCJul 2026 to now
- Lincoln InvestmentJun 2023 to Jul 2026
- TalbotsApr 2022 to Jun 2025
- The Horseshoe CrabNov 2021 to Apr 2022
- Northwestern Mutual Wealth Management CompanyJul 2019 to Jun 2023
- Meghan NewellApr 2019 to Dec 2019
- Northwestern Mutual Investment Services LLCDec 2018 to Jun 2023
- Kaylen MitchellSep 2018 to Nov 2018
- William HorneMay 2018 to Jun 2023
- Chick Fil AApr 2018 to May 2018
- Staff Care 24 7Jun 2017 to Apr 2018
- Chick Fil AAug 2016 to Jun 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 4 states (NY, PA, RI, VA).
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
- 6950857
- Firm CRD
- 6363