Samuel James Burns
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, LLCMay 2022 to now
- Dominos Pizza LLCOct 2020 to May 2022
- Washington State UnemploymentJun 2020 to Jul 2020
- University of Washington - BothellSep 2019 to Aug 2021
- Kebellas Pizza & PastaJun 2018 to Oct 2019
- Shoreline Community CollegeSep 2017 to Jul 2019
- Crista Senior LivingJun 2017 to Sep 2018
- Shorewood High SchoolApr 2017 to Jun 2019
- Kings Junior High & High SchoolJun 2013 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7204016
- Firm CRD
- 6363