Devon Lumbar
Investment adviser representative at Ameriprise Financial Services, LLC
12 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
12 years in the industry.
- Ameriprise Financial Services, LLCSep 2024 to now
- Iron Door PubMar 2024 to Aug 2024
- Whole FoodsOct 2023 to Mar 2024
- Metro MobilityNov 2022 to Oct 2023
- YwcaAug 2022 to Feb 2023
- Great Plains StructuresJun 2020 to Jul 2022
- Bep EaterySep 2019 to May 2020
- TiliaMay 2018 to Aug 2019
- Gold Room Bar and LoungeOct 2017 to Aug 2019
- Fogo De ChaoJan 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7977631
- Firm CRD
- 6363