Evan Neal-cummings
Investment adviser representative at Ameriprise Financial Services, LLC
21 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
21 years in the industry.
- Ameriprise Financial Services, LLCApr 2023 to now
- Envoy MortgageFeb 2022 to Apr 2023
- Summit Mortgage CorporationFeb 2021 to Feb 2022
- Snap InstallMay 2020 to Feb 2021
- Financial Institution ServicesApr 2019 to May 2020
- Discount Tire CoSep 2016 to Apr 2019
- StudentJun 2005 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7724651
- Firm CRD
- 6363