Brandy Merriam, financial advisor Colorado Springs CO

Brandy Merriam

CRD Number: 2995298
Current Firm: Ameriprise Financial Services, LLC

Brandy Merriam (CRD# 2995298) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Colorado Springs, CO and has over 22 years of experience in the finance industry.

CONTACT
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Company Name Location Dates Years
Ameriprise Financial Services Inc. Colorado Springs, CO Mar 2010 - Current 10
Presidential Brokerage, Inc. Greenwood Village, CO Oct 2007 - Mar 2010 2
Unemployed Peyton, CO May 2007 - Oct 2007 < 1
Fixed Income Securities, LP Monument, CO Jun 2006 - May 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Nov 2007
Contact Info for Brandy S. Merriam
Phone Number: 612-671-3131
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    313,282
    MILLIONS
  • Total Number of Accounts
    1,488,886
    ACCOUNTS
  • Average Account Value
    $210,414
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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