Conner Elliott
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, LLCJul 2022 to now
- Costco Wholesale CorporateMay 2021 to Aug 2021
- Costco Wholesale CorporationJun 2020 to Aug 2020
- Costco Wholesale CorporationMay 2019 to Aug 2019
- Washington State UniversityAug 2018 to May 2022
- Seattle Butler ValetJan 2017 to May 2018
- Thrive Community FitnessJun 2016 to Dec 2016
- Tahoma School DistrictJan 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7596220
- Firm CRD
- 6363