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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_RES | 2026-08-28 |
| WA | RA | APPROVED | 2022-04-20 |
Branch Locations
Mount Vernon, WA • United States
116 E Fir St Ste B, Mount Vernon, WA 98273 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Mount Vernon | WA | 09/2011 | 10/2021 |
| Mcgregor Benefits | Burlington | WA | 10/2021 | 08/2023 |
| Ameriprise Financial Services, Llc | Arlington | WA | 04/2022 | Present |
Real Estate Ownership; Single Family; 810 Forest Rd, , Clear Lake Shores, TX, 77565; Not Investment-Related; 07/01/2022. Board of Directors; Cubs Cheer Booster; President; 1235 3rd st, , Sedro Woolley, WA, 98284; Not Investment-Related; 04/22/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-10 |
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