Joshua Bakare
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
Are you Joshua Bakare? 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
- Caring Hearts Hospice IncOct 2024 to now
- Copper Creek ConsultantSep 2024 to Sep 2024
- Bankers LifeMay 2024 to Sep 2024
- Costco Wholesale CorporationJun 2023 to Sep 2023
- Texarkana IsdMar 2023 to Apr 2023
- DoordashJun 2022 to Mar 2024
- Compass Group USAFeb 2022 to May 2022
- D1 MovingMay 2021 to Dec 2024
- Texas A&m University - TexarkanaAug 2020 to May 2024
- Adfitech IncJun 2020 to Feb 2022
- Vector MarketingJun 2019 to Jul 2019
- Moni's Pasta & PizzaOct 2018 to May 2019
- Six Flags Entertainment, IncMay 2018 to Aug 2018
- Deer Creek High SchoolJan 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 8215231
- Firm CRD
- 6363