Rose Gillespie, financial advisor Lake Elmo MN

Rose Gillespie

CRD Number: 7120726
Current Firm: Ameriprise Financial Services, LLC

Rose Gillespie (CRD# 7120726) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lake Elmo, MN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Lake Elmo, MN Oct 2022 - Current 1
Mass Mutual Life Insurance Company Minneapolis, MN Jun 2021 - Oct 2022 1
M & E Catalyst Group Minneapolis, MN Jun 2021 - Oct 2022 1
Mml Investors Services, LLC Minneapolis, MN May 2021 - Oct 2022 1
Shipt Des Moines, IA Feb 2020 - Oct 2022 2
Mains'l Services, Inc. Brooklyn Park, MN Jan 2017 - Oct 2022 5
John Deere Financial Johnston, IA Feb 2021 - Jun 2021 < 1
Palmer Group Johnston, IA Aug 2020 - Feb 2021 < 1
Veridian Fiscal Solutions Waterloo, IA Aug 2018 - Jul 2020 1
Drake University Des Moines, IA Aug 2016 - May 2020 3
Ameriprise Financial Services, Inc. Johnston, IA May 2019 - Dec 2019 < 1
Drake University Des Moines, IA Oct 2017 - Dec 2017 < 1
Time Ministries Des Moines, IA Jun 2017 - Aug 2017 < 1
Adena LLC Lakeland, MN May 2016 - Jan 2017 < 1
St. Croix Preparatory Academy Stillwater, MN May 2011 - Jul 2016 5
Tremblay's Sweet Shop Stillwater, MN Jun 2014 - May 2016 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Rose Gillespie
Phone Number: 612-671-3131
Registered State(s):
  • FL
  • MN
  • NC
By the Numbers
  • Total Assets Under Management
    479,794
    MILLIONS
  • Total Number of Accounts
    2,284,921
    ACCOUNTS
  • Average Account Value
    $209,983
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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