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Morgen Hall Rivers

Investment adviser representative at Ameriprise Financial Services, LLC
20 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

20 years in the industry.

  1. Ameriprise Financial Services, LLCJan 2025 to now
  2. Lahaye Recreation and Fitness CenterAug 2024 to Jan 2025
  3. Tech Marine Business, Inc.May 2024 to Aug 2024
  4. BootleggersSep 2023 to May 2024
  5. Systems Planning and Analysis Inc.May 2023 to Sep 2023
  6. The CottageMar 2018 to May 2023
  7. StudentAug 2006 to Mar 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
8028059
Firm CRD
6363
Advisor's SEC record (opens in a new tab)
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