Connor Jo-louis Wurm
Investment adviser representative at Ameriprise Financial Services, LLC
10 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
10 years in the industry.
- Ameriprise Financial Services, LLCMay 2022 to now
- Eide Bailly LLPAug 2021 to Aug 2022
- Hg&k, Ltd.Jan 2021 to May 2021
- Applebee's Grill + BarMay 2020 to Aug 2020
- Eide Bailly LLPJan 2020 to Apr 2020
- Diamond Tax and FinancialMay 2019 to Aug 2019
- Applebee's Grill + BarDec 2018 to Jan 2019
- Minnesota State University, MankatoAug 2018 to May 2022
- Applebee's Grill + BarOct 2017 to Aug 2018
- Minnesota Native Landscapes (mnl Corp)Oct 2016 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7563650
- Firm CRD
- 6363