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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-28 |
Branch Locations
2398 E Camelback Rd Ste 550, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 01/2008 | 02/2024 |
| Edelman Financial Engines | Santa Clara | CA | 01/2025 | 08/2025 |
| Not Employed | Phoenix | AZ | 02/2024 | 01/2025 |
| Ameriprise Financial Services, Llc | Phoenix | AZ | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-24 |
| S66 | Uniform Combined State Law Examination | 2024-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-28 |
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