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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-13 |
| VA | RA | APPROVED | 2002-03-28 |
Branch Locations
11832 Rock Landing Dr Ste 204, Newport News, VA 23606 • United States
5029 Corporate Woods Dr Ste 150, Virginia Beach, VA 23462-4382 • United States
Virginia Beach, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Chesapeake | VA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Newport News | VA | 03/2020 | Present |
Independent Insurance Brokering; John Hancock; 12/18/2020; Whole Life. Business Ownership; Jin & Associates; ; Pass thru LLC to pay expenses; 5209 Lake Shores roadVirginia Beach, VA 23455, ,; Not Investment-Related; 01/01/2016; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Advisory Board Luter School of Business; member; 1 Ave. of the Arts, , , Newport News, VA, 23606; Not Investment-Related; 04/17/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-06 |
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