Zachary Alexander Carson
Investment adviser representative at Ameriprise Financial Services, LLC
11 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
11 years in the industry.
- Ameriprise Financial Services, LLCApr 2023 to now
- Cal-italia Mobile Pizza CompanyJan 2022 to now
- Pruco Securities LLCJul 2020 to Jan 2022
- Karl Strauss Brewing CompanyJul 2020 to Jun 2021
- The Prudential Insurance Company of AmericaMar 2020 to Jan 2022
- UnemployedMar 2020 to Jul 2020
- Karl Strauss Brewing CompanyFeb 2015 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7287213
- Firm CRD
- 6363