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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 |
|---|---|---|---|
| IA | RA | APPROVED | 2026-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc. | Moline | IL | 08/2023 | 10/2025 |
| Andrea Dodd - Thrivent Financial | Moline | IL | 11/2011 | 03/2024 |
| Thrivent Financial | Appleton | WI | 03/2024 | 10/2025 |
| Harvest Wealth Group | Exeter | CA | 10/2025 | 03/2026 |
| Ameritas Investment Company, Llc | Lincoln | NE | 11/2025 | 03/2026 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2025 | 03/2026 |
| Ameriprise Financial Services, Llc | Fort Madison | IA | 04/2026 | Present |
Outside Employment; Hinterland Dairy; This is our family farm, cheese and ice-cream producing business. I occasionally sit in on meetings to discuss marketing and business planning. I also occasionally assist as needed at Farmers Markets and events.; Retail; 2169 Franklin Rd, , Donnellson, IA, 52625; Not Investment-Related; 11/01/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-01 |
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