Joshua Vinson Wood
Investment adviser representative at Ameriprise Financial Services, LLC
13 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
Are you Joshua Vinson Wood? Claim your profile
Contact this firm
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
13 years in the industry.
- Ameriprise Financial Services, LLCApr 2023 to now
- DoordashApr 2023 to now
- Chick-fil-aJul 2022 to Apr 2023
- WcpssSep 2021 to May 2022
- StudentAug 2020 to Dec 2022
- Chick-fil-aJul 2020 to Sep 2021
- UnemployedMar 2020 to Jul 2020
- International Mission BoardJul 2018 to Mar 2020
- UnemployedMay 2018 to Jul 2018
- Ridgeway Baptist ChurchAug 2013 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7720542
- Firm CRD
- 6363