Cecelia Tracy Miller
Investment adviser representative at Ameriprise Financial Services, LLC
21 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
21 years in the industry.
- Ameriprise Financial Services, LLCApr 2021 to now
- Hamline UniversityMar 2020 to May 2021
- City of St PaulMay 2019 to Mar 2020
- Trapped Puzzle RoomsNov 2018 to Jun 2019
- Hamline School of BusinessSep 2018 to May 2020
- Hamline UniversitySep 2018 to Jan 2019
- Puzzles Escape RoomAug 2017 to Aug 2018
- Monticello Community CenterFeb 2017 to Apr 2018
- Monticello Community CenterAug 2016 to Jan 2017
- Full Time EducationSep 2005 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7260103
- Firm CRD
- 6363