Erik Lloyd Witt
Investment adviser representative at Ameriprise Financial Services, LLC
19 yearsExperience
3 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
19 years in the industry.
- Ameriprise Financial Services, LLCOct 2024 to now
- Aps Ventures, LLCFeb 2020 to Oct 2024
- Homedirect Mortgage/bok Financial MortgageNov 2016 to Feb 2020
- State Street Bank & Trust CoJul 2015 to Nov 2016
- Stanley Dairy QueenJun 2007 to Dec 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, 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
- 7285344
- Firm CRD
- 6363