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Bill Rautiola

Investment adviser representative at Ameriprise Financial Services, LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$660.5BFirm assets

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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

18 years in the industry.

  1. Ameriprise Financial Services, LLCJun 2026 to now
  2. LPL Financial LLCApr 2024 to Jun 2026
  3. Wealth Strategy Group LLCFeb 2024 to Apr 2024
  4. Superior National Bank & TrustApr 2023 to Apr 2024
  5. Sleeman Construction, Inc.Apr 2022 to Jan 2023
  6. Michigan Technological UniversityAug 2021 to Apr 2023
  7. Walmart, Inc.Mar 2020 to May 2020
  8. Gogebic Community CollegeAug 2018 to Apr 2021
  9. Halonen LandscapingApr 2017 to Aug 2021
  10. Chassell Township SchoolsSep 2008 to May 2020

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (MI).

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
7700278
Firm CRD
6363
Advisor's SEC record (opens in a new tab)
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