Josephine F Leise
Investment adviser representative at Ameriprise Financial Services, LLC
11 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
11 years in the industry.
- Ameriprise Financial Services, LLC.Feb 2023 to now
- Equitable Advisors, LLCJul 2022 to Jan 2023
- Thomas Schreiber / Equitable Advisors, LLCJun 2021 to Jul 2022
- Hitchcock Brewing Company, LLCApr 2021 to Nov 2024
- Ameriprise Financial Services, LLCMar 2020 to Mar 2020
- Spring Valley Landscaping, Inc.Apr 2019 to May 2021
- Hubies TavernApr 2019 to Nov 2019
- Music StoreNov 2018 to Apr 2019
- Riff's NorthNov 2016 to Apr 2018
- Oak Ridge Golf ClubMay 2012 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, VT).
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
- 7404322
- Firm CRD
- 6363