Patrick Greene
Investment adviser representative at Ameriprise Financial Services, LLC
10 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
10 years in the industry.
- Ameriprise Financial Services, LLCJan 2026 to now
- UnemployedOct 2025 to Dec 2025
- United Staging and RiggingSep 2024 to Oct 2025
- Trader JoesJan 2024 to Sep 2024
- TravelOct 2023 to Jan 2024
- Hornstra FarmsSep 2023 to Oct 2023
- Extended TravelMay 2022 to Sep 2023
- Buckley AssociatesMar 2021 to May 2022
- UnemployedDec 2020 to Mar 2021
- San Diego State UniversityAug 2016 to Dec 2020
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
- 8206913
- Firm CRD
- 6363