Lucas Dale Cowles
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
Are you Lucas Dale Cowles? Claim your profile
Contact this firm
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
10 years in the industry.
- Ameriprise Financial Services, LLCJan 2026 to now
- Thrive Family Recovery ResourcesSep 2025 to Dec 2025
- Real Life ChurchMay 2025 to Aug 2025
- CulversMay 2024 to Aug 2024
- Asm GlobalAug 2022 to Jan 2026
- North Central UniversityAug 2022 to Dec 2025
- WalmartJun 2022 to Aug 2023
- Fire LitersJun 2021 to Aug 2021
- Black River Falls High SchoolSep 2018 to Jun 2022
- Black River Falls Middle SchoolJan 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 8192040
- Firm CRD
- 6363