Amie Lamborn (CRD# 6984270) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Laramie, WY and has over 4 years of experience in the finance industry.
CRD# 6366201
Wealth Design Consulting, LLC
CRD# 4073366
Wealth Design Consulting, LLC
CRD# 6366167
Wealth Design Consulting, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Laramie, WY | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Laramie, WY | Jul 2018 - Mar 2020 | 1 |
| Dale Poledna Enterprises, Inc. | Laramie, WY | Sep 2007 - Jul 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- TX
- WY
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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