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Leib Milshteyn

Investment adviser representative at Ameriprise Financial Services, LLC
14 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

14 years in the industry.

  1. Ameriprise Financial Services, LLCJan 2022 to now
  2. Borris DistributionAug 2020 to Jan 2022
  3. UnemployedJun 2020 to Aug 2020
  4. GapJul 2019 to Jun 2020
  5. SendiksAug 2017 to Jul 2019
  6. UnemployedJun 2017 to Aug 2017
  7. CulversSep 2016 to Jun 2017
  8. Homestead HighschoolJan 2012 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (NV, 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
7494235
Firm CRD
6363
Advisor's SEC record (opens in a new tab)
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