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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 | 2021-01-04 |
| MN | RA | APPROVED | 2020-03-09 |
Branch Locations
7701 France Ave S Ste 675, Edina, MN 55435 • United States
St Paul, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Bloomington | MN | 11/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bloomington | MN | 11/2016 | 03/2020 |
| Ameriprise Financial Services Inc | Edina | MN | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | Edina | MN | 03/2020 | Present |
Business Ownership; Line of Scrimmage Coaching and Consulting; Creating programs, and training athletes; Consulting; 2350 woodcrest dr, , St paul, MN, 55129; Not Investment-Related; 03/01/2019; 1 to 9 hours per month; 0 during trading hours. Outside Employment; IMW LLC; employee Bring in NetFlow's Manage Client relationships Manage Portfolios and Plans ; Manage advisory business; 7701 France Ave, , Edina, MN, 55435; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours. Other Business Activities; Financial Literacy; Putting on financial Literacy for businesses and organizations. Not part of Ameriprise or IWM. Financial literacy consists of many items. Public speaking- speaking on topics that are generally considered fact based financial basics. Podcast interviews- I don't not own or have my own podcast, but I am asked to join them regularly and discuss topics relating to personal wealth management. At no point am i giving advice or representing Ameriprise financial Services. ; 2350 Woodcrest Dr, , St Paul, MN, 55129; Not Investment-Related; 04/01/2021; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-04 |
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