Drew Richard Wennes
Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Ameriprise Financial Services, LLCJul 2025 to now
- Park Avenue SecuritiesJan 2025 to Jul 2025
- Guardian Life Insurance CompanyJul 2024 to Jul 2025
- Ohio UniversityAug 2023 to May 2024
- Ctm AdvisorsMay 2023 to Aug 2023
- DominosMay 2023 to Aug 2023
- Ohio UniversityAug 2022 to May 2023
- DominosMay 2022 to Aug 2022
- Baldwin Wallace UniversityAug 2021 to May 2022
- Thunderbird Hills Golf CourseMay 2021 to Aug 2021
- Baldwin Wallace UniversityAug 2020 to May 2021
- A1 ServicesMay 2020 to Aug 2020
- StudentAug 2019 to May 2020
- Hahn's FarmsMay 2014 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7743338
- Firm CRD
- 6363