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Ameriprise Financial Services, LLC CRD 6363
$660B regulatory AUM 124,349 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-10-04 |
| FL | RA | APPROVED | 2012-11-21 |
Branch Locations
300 Sevilla Ave Ste 208, Coral Gables, FL 33134-6623 • United States
Pinecrest, FL • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Miami | FL | 08/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Coral Gables | FL | 03/2020 | Present |
Business Ownership; Planck Wealth Management; ; S Corp; 300 Sevilla AveSuite 208Coral Gables, FL 33134, ,; Not Investment-Related; 08/15/2012; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-07 |
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