David Grant Falkenheiner
Investment adviser representative at Ameriprise Financial Services, LLC
14 yearsExperience
3 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.
- Ameriprise Financial Services, LLCApr 2022 to now
- Ernst & Young LLPJan 2021 to Mar 2021
- Silas Simmons LLPJun 2019 to Aug 2019
- Alpine Camp for BoysMay 2018 to Jul 2018
- The University of MississippiAug 2017 to May 2021
- Darby's FurnitureMay 2015 to Mar 2022
- Trinity Episcopal SchoolMay 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (LA, MS, 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
- 7544686
- Firm CRD
- 6363