Brett Austin Willis
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, LLCApr 2024 to now
- UnemployedFeb 2024 to Apr 2024
- Massmutual Life Insurance CompanyJul 2023 to Feb 2024
- UnemployedApr 2023 to Aug 2023
- United States ArmyMay 2020 to Apr 2023
- Albertson'sMar 2020 to Jun 2020
- Superior Event ServicesOct 2019 to Mar 2020
- Fry's ElectronicsFeb 2019 to Oct 2019
- Unlv Student Union Event ServicesAug 2015 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 7800985
- Firm CRD
- 6363