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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
IN RA APPROVED 2005-08-24
  • IN RA
    APPROVED
    Since 2005-08-24

Branch Locations

8945 N Meridian St Ste 200, Indianapolis, IN 46260 • United States

Carmel, IN • 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. Indianapolis IN 09/2005 03/2020
Ameriprise Financial Services, Llc Indianapolis IN 03/2020 Present
Other Businesses

Real Estate Ownership; Commercial; 2015 S East St, , INDIANAPOLIS, IN, 46225; Not Investment-Related; 01/23/2026. Business Ownership; Apex Realty Group LLC; Owner; Real estate company that buys real estate to rentout to others especially with a concentration to help the disabled; 8945 N Meridian St., Suite 105, Indianapolis, IN, 46260; Not Investment-Related; 05/01/2010; 1 to 9 hours per month; 1 to 9 during trading hours / GUION ROAD OFFICE AND STORAGE LLC; Owner; Real Estate; 6155 Guion Road , , INDIANAPOLIS, IN, 46254; Not Investment-Related; 03/29/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Terebinth Group LLC; Co-owner; Real Estate; 8945 N. Meridian St. Suite 105, , Indianapolis, IN, 46260; Not Investment-Related; 06/07/2016; 1 to 9 hours per month; 1 to 9 during trading hours / DreamBig LLC; Administration; Tax Preparation; 8945 N Meridian St Suite 105, , Indianapolis, IN, 46202; Not Investment-Related; 01/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Thinkfast; Owner; Real Estate; 1800 summerlakes ct, , carme, IN, 46032; Investment-Related; 01/11/2024; 0 hours per month; 0 during trading hours / Terebinth Group Holdings; Owner; Holding passive Invesment; 8945 N Meridian , Suite 105, Indianapolis , IN, 46260; Investment-Related; 02/11/2024; 0 hours per month; 0 during trading hours / Source Insurance Group; Owner; Property & Casualty; 8388 E 116th Street, , Fishers, IN, 46038; Not Investment-Related; 09/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; TGG Operations; Operating advisor, also business entity paid through; Manage advisory business; 8945 north meridian , suite 200, INDIANAPOLIS, IN, 46260; Investment-Related; 07/16/2025; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-15
  • S66 Uniform Combined State Law Examination
    2005-08-15
Other Names
  • Len Grabovsky

View on SEC IAPD

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