Marcus Champion
Investment adviser representative at Ameriprise Financial Services, LLC
26 yearsExperience
2 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
26 years in the industry.
- Ameriprise Financial Services, LLCMar 2026 to now
- Gibbs Wealth Management, LLCJan 2024 to Mar 2026
- Suncrest Wealth Advisors LLCJan 2024 to Mar 2026
- Suncrest Wealth ManagementSep 2023 to Jan 2024
- MorningstarOct 2022 to Aug 2023
- Foreside Fund Services, LLCSep 2020 to Oct 2022
- Wisdomtree Asset Management, Inc.Oct 2018 to Oct 2022
- UnemployedJul 2018 to Oct 2018
- Kin InsuranceJun 2018 to Jul 2018
- EducationAug 2000 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7254332
- Firm CRD
- 6363