Bekka Suzanne Sage
Investment adviser representative at Ameriprise Financial Services, LLC
12 yearsExperience
3 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
12 years in the industry.
- Ameriprise Financial Services, LLCSep 2022 to now
- Ameriprise Financial Services, LLCJan 2021 to Jul 2022
- Cuna Brokerage Services, Inc.Apr 2019 to Jan 2021
- Cuna Mutual GroupApr 2019 to Jan 2021
- SpinworksMar 2019 to Jan 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2018 to Mar 2019
- Kc's Classic Burger BarJul 2017 to Jan 2021
- Sorbonne UniversityFeb 2017 to May 2017
- Navigant Credit UnionJun 2016 to Jun 2018
- University TeesJan 2016 to Dec 2016
- Panera BreadJul 2015 to Nov 2016
- University of Rhode IslandSep 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (CT, FL, RI).
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
- 6985742
- Firm CRD
- 6363