Joshua Thatcher
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, LLCApr 2026 to now
- Morgan StanleySep 2024 to Mar 2026
- UnemployedAug 2024 to Aug 2024
- Ameriprise Financial Services, LLCOct 2023 to Jul 2024
- Northwestern Mutual Investment Services LLCMar 2023 to Jul 2023
- Northwestern Mutual Life Insurance CompanyFeb 2023 to Jul 2023
- UnemployedJan 2023 to Feb 2023
- Schwing America IncJul 2021 to Dec 2022
- UnemployedJun 2021 to Jun 2021
- StudentJan 2019 to May 2021
- Remington Hotels dba Hilton Minneapolis Saint Paul AirportAug 2018 to Dec 2018
- Remington Hotels dba Hilton Minneapolis Saint Paul AirportMay 2017 to Jul 2018
- Remington Hotels dba Hilton Minneapolis Saint Paul AirportApr 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7694265
- Firm CRD
- 6363