Taylor Wenaas
Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
3 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
11 years in the industry.
- Ameriprise Financial Services, LLCNov 2025 to now
- PricewaterhousecoopersAug 2023 to Oct 2025
- UnemployedDec 2022 to Aug 2023
- Student At Ut AustinAug 2022 to Dec 2022
- PricewaterhousecoopersMay 2022 to Aug 2022
- Ut AustinAug 2020 to May 2022
- Whole FoodsJun 2020 to Aug 2020
- Ut AustinAug 2019 to Jun 2020
- UnemployedMay 2019 to Aug 2019
- Valor Christian High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (CO, NY, OH).
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
- 8186401
- Firm CRD
- 6363