Osanna Leigh Koester
Investment adviser representative at Ameriprise Financial Services, LLC
19 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
Are you Osanna Leigh Koester? Claim your profile
Contact this firm
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
19 years in the industry.
- Ameriprise Financial Services, LLCFeb 2025 to now
- The Vanguard Group, Inc.Jun 2023 to Jan 2025
- Lafayette Family YmcaFeb 2023 to Apr 2023
- RandstadJun 2022 to Aug 2022
- Posey County Co-opMay 2021 to Aug 2021
- Beck's HybridsMay 2020 to Aug 2020
- Purdue UniversityAug 2019 to May 2023
- Burdette Park Aquatic CenterMay 2019 to Aug 2019
- Burdette Park Aquatic CenterMay 2018 to Aug 2018
- Burdette Park Aquatic CenterMay 2017 to Aug 2017
- Koester Bros' FarmsJan 2010 to Jul 2019
- HomeschoolAug 2007 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7531265
- Firm CRD
- 6363