Austin Dillon
Investment adviser representative at Ameriprise Financial Services, LLC
14 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
14 years in the industry.
- Ameriprise Financial Services, LLCAug 2026 to now
- The Huntington Investment CompanyFeb 2024 to Aug 2026
- The Prudential Insurance Company of AmericaSep 2023 to Jan 2024
- Pruco Securities LLCAug 2023 to Jan 2024
- First Responder Financial AdvisorsNov 2022 to Jul 2023
- Planmember Securities CorporationNov 2022 to Jul 2023
- Equitable Advisors, LLCJul 2022 to Oct 2022
- Hoppin' Frog BreweryOct 2021 to Oct 2022
- University of AkronAug 2018 to May 2022
- TargetOct 2017 to Sep 2021
- Shady Hollow County ClubMay 2016 to Aug 2019
- Jackson Local SchoolsJan 2012 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7592471
- Firm CRD
- 6363