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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-22 |
| CO | RA | APPROVED | 2026-01-21 |
Branch Locations
Fort Collins, CO • United States
Fort Collins, CO • United States
Fort Collins, CO • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 07/2016 | 10/2021 |
| Concorde Asset Management, Llc | Livonia | MI | 11/2021 | 04/2022 |
| Thrivent Investment Management Inc | Minneapolis | MN | 05/2022 | 10/2022 |
| Edward Jones | St Louis | MO | 11/2022 | 01/2026 |
| Ameriprise Financial Services, Llc | San Mateo | CA | 01/2026 | Present |
Outside Employment; Rover; Pet sitter; Pet sit on Rover; 2520 Parkfront Drive, Unit C, Fort Collins, CO, 80525; Not Investment-Related; 05/15/2025; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-21 |
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