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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-25 |
Branch Locations
1150 Washington Rd, Washington, PA 15301 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckinley Carter Wealth Services, Inc. | Wheeling | WV | 05/2013 | 04/2019 |
| Wells Fargo Advisors Financial Network, Llc | Parkersburg | WV | 05/2019 | 10/2019 |
| The Huntington Investment Company | Fairmont | WV | 02/2020 | 07/2021 |
| Unemployed | Vienna | WV | 10/2019 | 02/2020 |
| The Prudential Insurance Company Of America | Canonsburg | PA | 07/2021 | 10/2024 |
| Pruco Securities Llc | Canonsburg | PA | 07/2021 | 10/2024 |
| Ameriprise Financial Services, Llc | Washington | PA | 10/2024 | Present |
Real Estate Ownership; Single Family; 603 Lakeview Estate Townhomes, , Morgantown, WV, 26508; Not Investment-Related; 10/15/2022 / Single Family; 1000 28th Street, , Vienna, WV, 26105; Not Investment-Related; 07/15/2014. Outside Employment; Poach, Koury & Associates; Front desk/receptionist part time duties; Manage advisory business; 1150 Washington Road, , Washington, PA, 15301; Investment-Related; 02/17/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-06-30 |
| S66 | Uniform Combined State Law Examination | 2009-11-05 |
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