Noah K Wilson
Investment adviser representative at Ameriprise Financial Services, LLC
13 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
13 years in the industry.
- Ameriprise Financial Services, LLCNov 2024 to now
- American Century Investment Services, Inc.Jun 2022 to Nov 2024
- Prime Capitol Investment AdvisorsMar 2021 to Mar 2021
- Minskys PizzaMay 2019 to Mar 2022
- Tech SupplyMay 2019 to Aug 2019
- Tech SupplyAug 2018 to Aug 2018
- University of KansasAug 2017 to Dec 2021
- Okun Field HouseJan 2017 to Aug 2017
- Desoto Aquatic CenterMay 2016 to Aug 2017
- De Soto High SchoolAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 7523677
- Firm CRD
- 6363