Joe Kurian Thomas
Investment adviser representative at Ameriprise Financial Services, LLC
12 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
12 years in the industry.
- Ameriprise Financial Services, LLCJul 2025 to now
- UnemployedApr 2025 to Jul 2025
- The VenetianJan 2025 to Apr 2025
- Ameriprise Financial Services, LLCJul 2023 to Jan 2025
- Club ZFeb 2023 to Jul 2023
- Cheba HutAug 2021 to Nov 2021
- Crumbl CookiesFeb 2020 to Mar 2020
- Sweet PokeFeb 2019 to Feb 2020
- University of Nevada, Las VegasDec 2018 to May 2023
- University of Nevada, RenoAug 2018 to Dec 2018
- Banana RepublicApr 2018 to Aug 2018
- Ed. W. Clark HsAug 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NV, 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
- 7786831
- Firm CRD
- 6363