Stephen Grimmie
Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
2 statesRegistered 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, LLCApr 2026 to now
- MarkelApr 2024 to now
- ChubbJun 2022 to Apr 2024
- Philadelphia FlyersFeb 2020 to Aug 2021
- Atlantic City BlackjacksMay 2019 to Aug 2019
- Philadelphia EaglesFeb 2019 to Jun 2020
- EducationSep 2016 to May 2022
- Hidden Creek Golf ClubJun 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
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
- 8263191
- Firm CRD
- 6363