Rachel Pitt
Investment adviser representative at Ameriprise Financial Services, LLC
12 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
Are you Rachel Pitt? Claim your profile
Contact this firm
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, LLCSep 2023 to now
- Fieldstone FinancialJun 2023 to Aug 2023
- University of Wisconsin - Eau ClaireSep 2020 to May 2024
- The Piggy BbqMay 2020 to Aug 2023
- Tianna Country ClubMay 2017 to Sep 2019
- Baileys ResortMay 2016 to Aug 2024
- Walker-hackensack-akeley School DistrictSep 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7809995
- Firm CRD
- 6363