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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 | 2017-03-03 |
Branch Locations
1845 Sw Highway 101 Ste 2, Lincoln City, OR 97367 • United States
2225 Pacific Blvd Se Ste 203, Albany, OR 97321 • United States
777 Ne 2Nd Street Suite G, Corvallis, OR 97330 • United States
Corvallis, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Corvallis | OR | 02/2005 | 03/2017 |
| Raymond James Financial Services Advisors, Inc | Corvallis | OR | 01/2009 | 03/2017 |
| Ameriprise Financial Services Inc. | Corvallis | OR | 03/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Corvallis | OR | 03/2020 | Present |
Other Business Activities; Farm; Hay farming; 28230 Yvette Ln, , Corvallis, OR, 97330; Not Investment-Related; 04/06/2000; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-27 |
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