Connor David Schlecht
Financial advisor at Ameriprise Financial Services, LLC · Roseville,, CA
Last updated 2026-10-10
Claim your profileConnor David Schlecht is a financial advisor at Ameriprise Financial Services, LLC in Roseville,, CA, CRD 7094875. Licenses and exams on the registration: Series 66. First registered 2019-12-05.
Registration
- CRD number
- 7094875
- Registration status
- Active
- First registered
- 2019-12-05
- Years of experience
- 10
- States registered
- CA, TX
Licenses and exams
- Series 66
Work history
- 2019-03 to 2021-04 · Deboer Financial Group · Roseville, CA
- 2019-03 to 2021-04 · Commonwealth Financial Network · Waltham, MA
- 2018-08 to 2018-12 · Curamus Management · San Diego, CA
- 2016-01 to 2018-07 · Kaiser Permanente · San Diego, CA
- 2018-12 to 2019-03 · Unemployed · San Diego, CA
- 2018-07 to 2018-08 · Unemployed · San Diego, CA
- 2021-04 to Present · Ameriprise Financial Services, LLC · Roseville, CA
Current employment
- Ameriprise Financial Services, LLC · Minneapolis, MN
Ameriprise Financial Services, LLC
- Regulatory AUM
- $660,474,421,776
- Registered advisors
- 12,966
- Offices
- 7,819
- Clients per advisor
- 106.9 (Moderate)
- Average AUM per client
- $476.4K (Low)
- High-net-worth client ratio
- 13.3% (Low)
Ameriprise Financial Services, LLC: advisors, services and reported ETF investments
What this firm offers
Filed by Ameriprise Financial Services, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Commodity Pool Operator or Trading Advisor
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
1430 Blue Oaks Blvd Ste 290, Roseville,, CA 95747
20 advisors at this office.
Contact
The firm's filed contact details.
Official record
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