Koltan Lawrence Lindstrom
Investment adviser representative at Ameriprise Financial Services, LLC
18 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
18 years in the industry.
- Montrose High SchoolJul 2024 to now
- Ameriprise Financial Services, LLCNov 2023 to now
- Cheeseman FinancialMay 2023 to Nov 2023
- Eide BaillyJan 2023 to Mar 2023
- The BreweryOct 2022 to Dec 2024
- Mount Plains EvaluationMay 2021 to Aug 2022
- Mccook Central High SchoolMay 2021 to Aug 2021
- WalmartMay 2020 to May 2021
- Montrose SchoolAug 2008 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (SD).
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
- 7736416
- Firm CRD
- 6363