Brady Brandt
Investment adviser representative at Ameriprise Financial Services, LLC
11 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
11 years in the industry.
- Ameriprise Financial Services, LLCJan 2026 to now
- Osaic Wealth, Inc.Feb 2025 to Nov 2025
- Allworth FinancialMay 2024 to Jan 2025
- Aw SecuritiesMay 2024 to Jan 2025
- Ameriprise Financial Services, LLCAug 2023 to Apr 2024
- FidelityJun 2023 to Aug 2023
- Interwest InsuranceJun 2022 to Aug 2022
- Csu, ChicoAug 2021 to Jun 2023
- Watershed MediaJan 2021 to Aug 2021
- California State UniversityAug 2019 to May 2023
- Csu, ChicoAug 2019 to Jun 2021
- Analy High SchoolAug 2015 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7766055
- Firm CRD
- 6363