Makayla Everson
Investment adviser representative at Ameriprise Financial Services, LLC
13 yearsExperience
1 stateRegistered 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, LLCApr 2024 to now
- Stay At Home ParentMay 2023 to Apr 2024
- Ameriprise Financial Services, LLCOct 2021 to May 2023
- DominosJul 2021 to Sep 2021
- Ameriprise FinancialMay 2019 to Oct 2021
- University of Minnesota- DuluthAug 2017 to May 2021
- University of Minnesota- Duluth Food CourtAug 2017 to May 2020
- DominosSep 2015 to Dec 2019
- Stma High SchoolJul 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7093458
- Firm CRD
- 6363