Douglas Adam Morningstar
Investment adviser representative at Ameriprise Financial Services, LLC
21 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
21 years in the industry.
- Ameriprise Financial Services, LLCJun 2022 to now
- Mcdonald'sDec 2021 to Jan 2022
- Ameriprise Financial - Jason MillerMay 2021 to Aug 2021
- Thomas BrothersMay 2021 to Aug 2021
- Thomas BrothersMay 2020 to Aug 2020
- Ameriprise Financial - Jason MillerMay 2020 to Jul 2020
- Ameriprise Financial - Jason MillerMay 2019 to Aug 2019
- Pensacola Christian College - Post OfficeJan 2019 to May 2022
- Pensacola Christian CollegeAug 2018 to May 2022
- Pensacola Christian College - Dish RoomAug 2018 to Dec 2018
- Oip (original Italian Pizza)Nov 2017 to May 2018
- Hoss'sAug 2016 to May 2020
- Huntingdon Christian AcademyAug 2005 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7125931
- Firm CRD
- 6363