Luminate, A private wealth advisory practice of Ameriprise Financial Services, LLC Information
Contact top employees from
Luminate, A private wealth advisory p...
Summary
214.272.7919
Dallas
1601 Elm Street, Suite 4350
Dallas, TX 75201
Houston
3200 Southwest Freeway, Suite 3100
Houston, TX 77027
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Industries
Financial Services
Employees Size
10-50 employees
Contact Luminate, A private wealth advisory practice of Ameriprise Financial Services, LLC
Organization Website
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Ex-employees switched to
Length of Employment
Employee tenure at Luminate, A private wealth advisory practice of Ameriprise Financial Services, LLC shows a diverse range of experience levels:
17% have been with the company for less than 1 year50% for 1–2 years17% for 3–4 years17% for 5–7 yearsEx-employees positions
In Company
In New Company
Contact top employees from
Luminate, A private wealth advisory p...
Kristy Ladner
Chief Marketing Officer
Courtney Nguyen
Financial Planning Analyst
Patrick Fleming
Financial Advisor
Shauna Cato
Marketing Specialist
Efrain Neal Garcia
Asset Management Intern
Bryce Petro
Client Service Specialist
Jack McGeary
Senior Trader at Luminate Wealth Advisors
Robert Pulliam
Financial Advisor
Patrick Premilan
Asset Management Intern
Jordan Dowling
Customer Service Specialist
Rachel Martin
Executive Assistant
Sammy Drei
Senior Trader
Jackson Bush
Wealth Management Intern
Samantha Means
Financial Planning Analyst
