Philip Resch
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
- UnemployedMay 2024 to Sep 2024
- Bretz Rv & MarineOct 2023 to May 2024
- University of MontanaAug 2023 to May 2024
- KeybankMay 2023 to Aug 2023
- University of MontanaSep 2022 to May 2023
- Brugh LandscapingMar 2022 to Sep 2022
- University of MontanaAug 2021 to May 2022
- Charbonneau Golf CourseMay 2021 to Aug 2021
- University of MontanaAug 2020 to May 2021
- Charbonneau Golf CourseApr 2020 to Aug 2020
- Sherwood High SchoolSep 2019 to Jun 2020
- Infinity Real EstateJun 2019 to Sep 2019
- Sherwood School DistrictSep 2014 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7977909
- Firm CRD
- 6363