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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2016-05-12 |
Branch Locations
250 E 96Th St Ste 580, Indianapolis, IN 46240 • United States
Fishers, IN • 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. | Indianapolis | IN | 05/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Carmel | IN | 03/2020 | Present |
Other Business Activities; Selling Digital Assets; Creating and selling digital educational and spreadsheets. For example: Business Activity Name: Family Legacy & Estate Readiness Workbook? Business Purpose: Creation and distribution of a consumer workbook designed to help individuals organize personal, family, healthcare, financial, and estate-related information in one location. The workbook provides checklists, inventories, worksheets, and organizational tools to help families gather information and identify areas where they may need professional assistance. [Final Copy...Disclosure | PDF] Nature of Activity: Educational publishing and sale/distribution of a self-guided workbook. The workbook does not provide individualized financial advice, legal advice, tax advice, investment recommendations, estate planning services, or document preparation services. It serves as an information-gathering and organizational resource only. [Final Copy...Disclosure | PDF] Target Audience: General consumers seeking to organize personal records, family contacts, beneficiary information, healthcare preferences, asset inventories, and estate-related documents. [Final Copy...Disclosure | PDF] Compensation: Revenue derived from workbook sales (if applicable). No compensation is received for legal, tax, investment, or estate planning services through the workbook. Any financial planning or advisory services remain separate and subject to Ameriprise policies and agreements.; 7624 Forest Drive, , Fishers, IN, 46038; Not Investment-Related; 08/31/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-26 |
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