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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_RES 2026-04-09
MN RA APPROVED 2013-12-13
  • TX RA
    APPROVED_RES
    Since 2026-04-09
  • MN RA
    APPROVED
    Since 2013-12-13

Branch Locations

1765 Roosevelt Rd, St. Cloud, MN 56301 • United States

Saint Joseph, 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. St. Cloud MN 09/2006 03/2020
Ameriprise Financial Services, Llc St Cloud MN 03/2020 Present
Other Businesses

Outside Employment; Young Living Essential Oils; Distributor for Young Living Essential Oils - Distributor for personal use of product; distributor for self and family; 1404 East Minnesota Street, , St. Joseph, MN, 56374; Not Investment-Related; 01/31/2014; 1 to 9 hours per month; 0 during trading hours / St. Cloud Financial Planning Services, LLC; Manager - St. Cloud Financial Planning Services, LLC provides secretarial and office administrative support to our financial planning practices.; ; 1765 Roosevelt Road, , St. Cloud, MN, 56301; Not Investment-Related; 01/31/2020; 1 to 9 hours per month; 1 to 9 during trading hours / Herbalife; Distributor; Retail; 1404 East Minnesota Street, , St. Joseph, MN, 56374; Not Investment-Related; 07/01/2023; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-01
  • S66 Uniform Combined State Law Examination
    2006-12-01
Other Names
  • Jill Jean Schulte

View on SEC IAPD

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