Best Investors Account Sign in
Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-07-06
MN RA APPROVED 2013-11-16
  • TX RA
    APPROVED
    Since 2017-07-06
  • MN RA
    APPROVED
    Since 2013-11-16

Branch Locations

550 Main St Ste 210, New Brighton, MN 55112-3271 • United States

North Oaks, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. New Brighton MN 09/2005 03/2020
Ameriprise Financial Services, Llc New Brighton MN 03/2020 Present
Other Businesses

Business Ownership; Granite Properties, LLP; non, limited partner; Real Estate; 3540 Dakota TrailGary, SD 57237, ,; Not Investment-Related; 09/05/2011; 0 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-04-03
  • S66 Uniform Combined State Law Examination
    2001-04-03
Designations
  • Certified Financial Planner
Other Names
  • Adrea Louise Monson
  • Andrea Louise Monson

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in New Brighton, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor