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Clinton Roper Elledge

Investment adviser representative at Ameriprise Financial Services, LLC
12 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

12 years in the industry.

  1. Ameriprise Financial Services, LLCMar 2022 to now
  2. TD AmeritradeOct 2021 to Mar 2022
  3. UnemployedMar 2020 to Oct 2021
  4. All3mediaNov 2019 to Dec 2019
  5. BookragsApr 2018 to Jun 2021
  6. Private PrepFeb 2016 to Dec 2018
  7. The Lost KnightNov 2014 to Apr 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2022

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
7450946
Firm CRD
6363
Advisor's SEC record (opens in a new tab)
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