Tristan A Nunnally
Investment adviser representative at Ameriprise Financial Services, LLC
14 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
14 years in the industry.
- Ameriprise Financial Services, LLCMar 2026 to now
- Lowe's Home ImprovementNov 2025 to Mar 2026
- Serenity Junk Removal LLCAug 2025 to Mar 2026
- UnemployedJul 2025 to Aug 2025
- Dbt LabsJun 2022 to Jul 2025
- SisenseJun 2019 to Jun 2022
- Periscope DataJun 2017 to Jun 2019
- IbmAug 2012 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8235422
- Firm CRD
- 6363