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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 | 2022-05-10 |
| NY | RA | APPROVED | 2021-10-19 |
| PA | RA | APPROVED | 2007-01-03 |
Branch Locations
521 Hyde Park, Doylestown, PA 18902-6606 • United States
777 Third Avenue 20Th Floor, New York, NY 10017-1401 • United States
Doylestown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Doylestown | PA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Doylestown | PA | 03/2020 | Present |
Business Ownership; DPWG, LLC; Owner; Manage Ameriprise Business; 521 Hyde Park, , Doylestown, PA, 18902; Investment-Related; 07/01/2026; 10 to 19 hours per month; 0 during trading hours. Outside Employment; DPWG, LLC; Owner; Manage advisory business; 521 Hyde Park, , Doylestown, PA, 18902; Investment-Related; 07/01/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-13 |
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