Gavyn Wehe
Investment adviser representative at Ameriprise Financial Services, LLC
10 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
10 years in the industry.
- Ameriprise Financial Services, LLCJan 2025 to now
- Robinhood Markets, Inc.Oct 2024 to Jan 2025
- UnemployedApr 2024 to Oct 2024
- Charles Schwab & Co., Inc.Oct 2023 to Apr 2024
- Lockheed MartinMay 2023 to Sep 2023
- Fortune HouseJan 2023 to Mar 2023
- UnemployedSep 2021 to Dec 2022
- CvsApr 2021 to Aug 2021
- UnemployedSep 2020 to Mar 2021
- Sonic Drive InMar 2019 to Aug 2020
- UnemployedSep 2018 to Feb 2019
- Zero DegreesJun 2018 to Aug 2018
- Wylie High SchoolAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7747051
- Firm CRD
- 6363