Kami Jane Ochsendorf
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, LLCFeb 2024 to now
- The Prudential Insurance Company of AmericaApr 2023 to Feb 2024
- Pruco Securities LLCAug 2022 to Feb 2024
- Montevideo Public Schools Isd #129Aug 2022 to Nov 2023
- Jennifer Philaya - Prudential FinancialMay 2022 to Apr 2023
- Community of MadridSep 2021 to Apr 2022
- Maynard's RestaurantJun 2021 to Aug 2021
- Ameriprise Financial Services LLCMay 2020 to Aug 2020
- River Crest Golf CourseJan 2020 to Jan 2020
- River Crest Golf CourseJun 2019 to Dec 2019
- Minnwest BankMay 2019 to Aug 2019
- Crossings Golf CourseMay 2018 to Aug 2018
- University of Minnesota, MankatoAug 2017 to May 2021
- Chippewa County Montevideo HospitalJun 2017 to Aug 2017
- Montevideo Senior HighSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7258717
- Firm CRD
- 6363