Brian Roskamp
Investment adviser representative at Ameriprise Financial Services, LLC
12 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
Are you Brian Roskamp? Claim your profile
Contact this firm
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, LLCAug 2022 to now
- UnemployedMar 2022 to Jul 2022
- TIAAOct 2018 to Feb 2022
- TIAA-CREF Individual & Institutional Services, LLCOct 2018 to Feb 2022
- UnemployedJun 2018 to Sep 2018
- University of Missouri International Trade CenterJan 2018 to May 2018
- The Moulton CompanyJul 2017 to Sep 2017
- Human ConnectionsMay 2017 to Jul 2017
- Lifetime FitnessMay 2016 to May 2017
- University of Missouri - ColumbiaAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7007586
- Firm CRD
- 6363