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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 | 2013-01-10 |
| MT | RA | APPROVED | 2011-08-08 |
Branch Locations
2615 Connery Way, Missoula, MT 59808-6536 • United States
105 W Park St Ste 6, Livingston, MT 59047 • United States
Missoula, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Missoula | MT | 06/2011 | 03/2020 |
| Ameriprise Financial Services, Llc | Missoula | MT | 03/2020 | Present |
Business Ownership; JJL & Associates, Inc.; Pay bills and payroll for work expenses; Personal Services Corp for Accounts Receivable and Accounts Payable; 11194 Bruin Ln, , MISSOULA, MT, 59808; Not Investment-Related; 01/01/2015; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Griz Kidz; Host/Consultant; PO Box 2332Missoula, MT 59808, ,; ; 12/01/2012; 10 to 19 hours per month; / Mud Dawg Baseball Organization, Inc; Treasurer; 1518 Tower St, , Missoula, MT, 59804; Not Investment-Related; 11/14/2025; 1 to 9 hours per month; 0 during trading hours. Fiduciary Activities; Trustee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-05 |
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