Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-27 |
| TX | RA | APPROVED_RES | 2020-10-07 |
Branch Locations
7672 Oswego Rd, Liverpool, NY 13090 • United States
Baldwinsville, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Liverpool | NY | 12/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Liverpool | NY | 03/2020 | Present |
Business Ownership; BK & LK Properties LLC; The LLC will hold our real estate limited partnership units. I will be a 50/50 owner with my husband. I will occasionally review and make investments in real estate limited partnership units/ properties.; LLC to hold our personal real estate limited partnership units.; 2970 Nuha St, , Baldwinsville, NY, 13027; Not Investment-Related; 12/09/2022; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-21 |
Reach out to this advisor