Ian C Gamboa
Investment adviser representative at Ameriprise Financial Services, LLC
13 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
13 years in the industry.
- Ameriprise Financial Services, LLCMar 2025 to now
- LPL Financial, LLCJun 2022 to Mar 2025
- Thiesen Dueker Financial Consulting GroupJun 2022 to Mar 2025
- United Conservatory of MusicMay 2022 to Aug 2022
- Sequoia Brewing CompanyMay 2022 to Jun 2022
- UnemployedMar 2022 to May 2022
- Riley's Brewing CompanyFeb 2021 to Mar 2022
- UnemployedDec 2020 to Feb 2021
- Fresh BiteMay 2019 to Aug 2019
- The GrindMar 2018 to Mar 2019
- University of Tennessee At MartinAug 2017 to Dec 2020
- Munford High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7578617
- Firm CRD
- 6363