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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-10 |
| MI | RA | APPROVED | 2017-05-30 |
Branch Locations
350 E Michigan Ave Ste 215, Kalamazoo, MI 49007 • United States
Clearwater, FL • United States
Portage, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Kalamazoo | MI | 09/2014 | 05/2017 |
| Ameriprise Financial Advisors Inc. | Kalamazoo | MI | 05/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Kalamazoo | MI | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-18 |
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