Drew Tuchfarber
Investment adviser representative at Ameriprise Financial Services, LLC
8 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
8 years in the industry.
- Ameriprise Financial Services, LLCNov 2024 to now
- UnemployedJul 2024 to Nov 2024
- Fifth Third SecuritiesApr 2024 to Jul 2024
- Northwestern Mutual Wealth Management CompanyDec 2023 to Mar 2024
- Northwestern Mutual Investment Services LLCSep 2023 to Mar 2024
- Northwestern Mutual Life Insurance CompanyAug 2023 to Mar 2024
- Fidelity InvestmentsJun 2021 to May 2023
- Fifth Third BankMar 2018 to Jun 2021
- Fifth Third SecuritiesMar 2018 to Jun 2021
- Orderup Doordash ShiptOct 2016 to Jan 2019
- Cost Saver Windows Siding and RoofingJul 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7211786
- Firm CRD
- 6363