Kyle Richard Casagrande

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-05-21
CT	RA	APPROVED	2014-04-23

TX RA
APPROVED_RES

Since 2026-05-21
CT RA
APPROVED

Since 2014-04-23

Branch Locations

250 State St Unit E1, North Haven, CT 06473-2182 • United States

30 Waterside Dr Ste 302, Farmington, CT 06032 • United States

Tolland, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	North Haven	CT	05/2009	03/2020
Ameriprise Financial Services, Llc	North Haven	CT	03/2020	Present

05/2009 → 03/2020

Ameriprise Financial Services, Inc.

North Haven, CT
03/2020 → Present

Ameriprise Financial Services, Llc

North Haven, CT

Other Businesses

Board of Directors; Tolland Little League; Tee Ball Director; POB 73, , Tolland, CT, 06084; Not Investment-Related; 11/01/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-04-23

S66 Uniform Combined State Law Examination

2014-04-23

View on SEC IAPD