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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 |
|---|---|---|---|
| ID | RA | APPROVED | 2024-07-11 |
| TX | RA | APPROVED_RES | 2011-07-15 |
Branch Locations
8625 Sw Cascade Ave Ste 104, Beaverton, OR 97008 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Beaverton | OR | 07/2011 | 03/2020 |
| Ameriprise Financial Services, Llc | Portland | OR | 03/2020 | Present |
Business Ownership; The Permanence Group LLC; Co-owner; Manage Ameriprise Business; 8625 SW Cascade Ave, Suite 104, Beaverton , OR, 97229; Investment-Related; 12/10/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; The Permanence Group LLC; Employee; Manage advisory business; 8625 SW Cascade Ave, Suite 104, Beaverton, OR, 97008; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-07 |
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