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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-21 |
Branch Locations
3045 Newmark Dr, Miamisburg, OH 45342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 05/2010 | 08/2020 |
| Huntington National Bank | Dayton | OH | 04/2010 | 12/2024 |
| Ameriprise Financial Services, Llc | Miamisburg | OH | 12/2024 | Present |
Business Ownership; JLJF, LC; Owner; Manage Ameriprise Business; 1708 Vicki Lane, , Lebanon, OH, 45036; Investment-Related; 02/06/2025; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Family Services; Board Member; 2211 Arbor Blvd, , Moraine, OH, 45439; Not Investment-Related; 04/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Randin LLC; AFA-client service; Manage advisory business; 7588 Country Brook CT, , Springboro, OH, 45066; Investment-Related; 12/30/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-17 |
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