Brooke Ann Barber
Investment adviser representative at Ameriprise Financial Services, LLC
11 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
11 years in the industry.
- Ameriprise Financial Services, LLCNov 2025 to now
- Sam's ClubSep 2022 to Nov 2025
- University of Massachusetts GlobalOct 2021 to Oct 2025
- Jersey Mike'sOct 2021 to Sep 2022
- Wendy'sSep 2021 to Oct 2021
- Crumbl CookiesAug 2021 to Sep 2021
- Chick-fil-aAug 2020 to Aug 2021
- Henderson Community CollegeAug 2020 to May 2021
- Yoga AlternativeApr 2019 to Sep 2020
- HomeschoolDec 2015 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 8190518
- Firm CRD
- 6363