Rose Gillespie
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
4 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
10 years in the industry.
- Ameriprise Financial Services, LLCOct 2022 to now
- M & E Catalyst GroupJun 2021 to Oct 2022
- Mass Mutual Life Insurance CompanyJun 2021 to Oct 2022
- MML Investors Services, LLCMay 2021 to Oct 2022
- John Deere FinancialFeb 2021 to Jun 2021
- Palmer GroupAug 2020 to Feb 2021
- ShiptFeb 2020 to Oct 2022
- Ameriprise Financial Services, IncMay 2019 to Dec 2019
- Veridian Fiscal SolutionsAug 2018 to Jul 2020
- Time MinistriesJun 2017 to Aug 2017
- Mains'l Services, Inc.Jan 2017 to Oct 2022
- Drake UniversityAug 2016 to May 2020
- Adena LLCMay 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 4 states (FL, MN, NC, 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
- 7120726
- Firm CRD
- 6363