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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2026-08-25 |
| PR | RA | APPROVED | 2024-11-13 |
| TX | RA | APPROVED_RES | 2014-09-26 |
| FL | RA | APPROVED | 2008-04-10 |
Branch Locations
4800 N Federal Hwy Ste D200, Boca Raton, FL 33431-3413 • United States
Boca Raton, FL • United States
1 disclosure category 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. | Boca Raton | FL | 04/2008 | 03/2020 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 03/2020 | Present |
Real Estate Ownership; Commercial; 4800 N. Federal Highway Suite 105EBoca Raton, FL 33431, ,; ; 02/11/2013. Independent Insurance Brokering; ING; 07/31/2005; . Business Ownership; Boston Boyz 1 LLC; ; Stand alone LLC for the purpose of owning investment real estate; 4800 N Federal HighwaySuite 105EBoca Raton, Fl 33431, ,; ; 11/30/2012; 1 to 9 hours per month; / Scott Miller and Associates LLC; ; LLC created for tax purposes; 4800 N federal highway Suite 105 E Boca Raton, Fl 33431, ,; Not Investment-Related; 01/01/2018; 10 to 19 hours per month; 10 to 19 during trading hours / JEC Families,LLC; ; Business set-up to help me run my practice ie real estate of my current practice; 4800 N Federal HighwaySuite 105EBoca Raton,Fl 33431, ,; ; ; 1 to 9 hours per month; / Camelot Tax Services LLC; Co-owner; Tax Preparation; 4800 N Federal Hwy , Suite 200 D, Boca Raton, FL, 33431; Not Investment-Related; 07/15/2025; 10 to 19 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-27 |
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