George Ian Bockmeyer
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, LLCOct 2024 to now
- Bank of America N.A.May 2024 to Oct 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2021 to Oct 2024
- Daxko LLCJan 2021 to Feb 2021
- Northwestern MutualAug 2020 to Feb 2021
- JP Morgan ChaseAug 2019 to Jul 2020
- Michigan State Federal Credit UnionJul 2018 to Nov 2018
- Storage SquadMar 2017 to Aug 2019
- StatefarmAug 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7269149
- Firm CRD
- 6363