Tracy Marie Sears
Investment adviser representative at Ameriprise Financial Services, LLC
25 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
Are you Tracy Marie Sears? 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
25 years in the industry.
- Ameriprise Financial Services, LLCMay 2019 to now
- UnemployedApr 2017 to May 2019
- Knight Barry Title UnitedJan 2017 to Apr 2017
- Goodhue County Abstract CompanySep 2001 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MN, WI).
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
- 7124618
- Firm CRD
- 6363