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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 2000-01-25
  • TX RA
    APPROVED
    Since 2000-01-25

Branch Locations

1120 Nasa Pkwy Ste 220 U, Houston, TX 77058 • United States

Houston, TX • 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. Houston TX 09/2005 03/2020
Ameriprise Financial Services, Llc Houston TX 03/2020 Present
Other Businesses

Real Estate Ownership; Multi-Family; 1313 and 1315 Bellgrove DriveSeabrook, TX 77586Duplex owned by m, ,; ; . Business Ownership; Stacy Crews; Owner; Sales - Selling a course, other training programs, and Ebooks in regards how to set up an online business.; 16211 Elmwood Park Court , , Houston, TX, 77059; Not Investment-Related; 08/25/2023; 20 to 39 hours per month; 0 during trading hours. Board of Directors; PAK - Project Alive & Kicking; Board Member and an Officer as Secretary for now; 1264 Lynch CourtMt. Pleasant, SC 29464, , Mt. Pleasant, SC, 29464; Not Investment-Related; 07/21/2013; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Amazon Influencer and On Site Reviewer; I have been approved to be an Amazon Influencer, but not the On-Site Reviewer as of yet. Eventually, I will make short 45 second videos of things you can purchase on Amazon and earn passive income/commissions. I am not working this as of yet, but have received the first approval and will eventually make commissions.; 16211 Elmwood Park Court, , Houston, TX, 77059; Not Investment-Related; 10/15/2023; 1 to 9 hours per month; 0 during trading hours / Stacy Crews; I would like to add affiliate marketing for multiple companies that will continue to grow and change. This can build an income stream when I share what I like about certain companies, when buying from these companies, or becoming an affiliate for them. Your email asked me to email my response which I did, but it is showing a no reply email address, very confused here, but to answer your question... One is a company called Live Good which right now offers a membership/subscription to buy products at a few bucks above cost. Mostly, they offer wellness products, supplements, etc. but are growing into other types of products (pet, home goods, etc). Another is called the SAVE Club which is a discount membership on things like eating out, movies, oil changes, travel, etc. I would like it to be open to "affiliate" as many companies as I would like to join. Marketing is just sharing the ideas or products through word of mouth and maybe some social media or however I choose to in the future.; 16211 Elmwood Park Court, , Houston, TX, 77059; Not Investment-Related; 05/26/2025; 1 to 9 hours per month; 0 during trading hours / Clear Lake High School Tennis Booster Club; I will be working for the Booster Club - in charge of social media posts and correspondence with team parents on behalf of the High School tennis team.; 16211 Elmwood Park Court, , Houston , TX, 77059; Not Investment-Related; 08/03/2026; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-06-10
S63 Uniform Securities Agent State Law Examination 2000-01-24
  • S65 Uniform Investment Adviser Law Examination
    2002-06-10
  • S63 Uniform Securities Agent State Law Examination
    2000-01-24
Designations
  • Certified Financial Planner
Other Names
  • Stacy Beth Larsen
  • Stacy Beth Larsen

View on SEC IAPD

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