Samuel Greene (CRD# 6090543) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in La Crosse, WI and has over 10 years of experience in the finance industry. Samuel Greene has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5341508
Ameriprise Financial Services, LLC
CRD# 6378560
Robert W. Baird & Company Incorporated
CRD# 2922398
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | La Crosse, WI | Mar 2020 - Current | 4 |
| Ameriprise Financial Services Inc. | Lacrosse, WI | Apr 2019 - Mar 2020 | < 1 |
| Massachusetts Mutual Life Insurance Company | Rochester, MN | Jun 2017 - Apr 2019 | 1 |
| Mml Investors Services | Rochester, MN | Jun 2017 - Apr 2019 | 1 |
| Ameriprise Financial Services, Inc. | Rochester, MN | Jul 2013 - Jun 2017 | 3 |
| Viterbo University | La Crosse, WI | Jan 2011 - Jun 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- MN
- TX
- WI
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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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