Brett Macklin Thomas
Investment adviser representative at Ameriprise Financial Services, LLC
17 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
17 years in the industry.
- Ameriprise Financial Services, LLCJul 2021 to now
- MML Investors Services, LLCJan 2021 to Jun 2021
- Massmutual Life Insurance CompanyJun 2020 to Jun 2021
- Dick's Country Jeep Chrysler Dodge RamJun 2018 to Aug 2018
- Portland Baseball ClubMay 2018 to Jul 2021
- Whitworth UniversitySep 2017 to May 2021
- Mathnasium of SherwoodJan 2017 to Aug 2017
- Whitworth Athletic DepartmentSep 2015 to Feb 2021
- Tigard-tualatin School DistrictSep 2004 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 7328968
- Firm CRD
- 6363