Gavin Parry
Investment adviser representative at Ameriprise Financial Services, LLC
19 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
19 years in the industry.
- Ameriprise Financial Services, LLCJun 2025 to now
- Plante Moran Financial AdvisorsJun 2024 to Aug 2024
- Jackson National LifeJun 2023 to Nov 2023
- Michigan State UniversityAug 2021 to Apr 2025
- Children's Garden Early Learning CommunityJun 2021 to Jun 2025
- Dewitt Golf CenterJun 2020 to Jun 2023
- Bath School DistrictAug 2007 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 8104797
- Firm CRD
- 6363