Makenna Nicole Wagoner
Investment adviser representative at Ameriprise Financial Services, LLC
10 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
10 years in the industry.
- Ameriprise Financial Services, LLCMay 2025 to now
- Edward JonesJul 2022 to May 2025
- The Fatted CalfJan 2022 to Jan 2022
- Arrow Home HealthAug 2021 to Apr 2022
- Texas RoadhouseAug 2021 to Jan 2022
- Northside Laundry & CleanersSep 2020 to May 2021
- Ranchers ClubSep 2020 to Oct 2020
- Thai CafeNov 2019 to Aug 2020
- Ulta BeautyNov 2018 to Sep 2019
- Amc TheatresSep 2018 to Nov 2018
- KrogerJul 2018 to Aug 2018
- Full-time StudentJan 2018 to Jul 2018
- Amf Westview LanesNov 2017 to Jan 2018
- Shenaniganz EntertainmentMay 2017 to Jan 2018
- Full-time StudentJan 2017 to May 2017
- Bath & Body WorksOct 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7596603
- Firm CRD
- 6363