Andres Gomez
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, LLCMar 2025 to now
- Equitable Advisors, LLCOct 2024 to Feb 2025
- Roscoe's Bar & BurgersAug 2024 to Mar 2025
- Bad Bakers - NatomasMay 2024 to Oct 2024
- UnemployedDec 2023 to May 2024
- Uc DavisSep 2022 to Dec 2023
- T% Coffee and Tea - S StreetAug 2021 to Mar 2022
- Dutch BrosMay 2020 to Oct 2022
- UnemployedFeb 2020 to May 2020
- American River CollegeAug 2019 to May 2020
- Falafel Corner J StreetJun 2019 to Feb 2020
- WingstopMar 2019 to Jun 2019
- Uc Santa CruzSep 2018 to Jun 2019
- Falafel Corner NatomasJun 2018 to Nov 2019
- Jack In the BoxJun 2016 to Nov 2016
- Natomas High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7994010
- Firm CRD
- 6363