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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 | 2024-01-17 |
| NJ | RA | APPROVED | 2013-07-02 |
Branch Locations
990 Raritan Rd Ste A, Clark, NJ 07066 • United States
1290 Weston Rd Ste 200, Weston, FL 33326 • United States
Westfield, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Cranford | NJ | 09/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Clark | NJ | 03/2020 | Present |
Independent Insurance Brokering; combined (chubb company); 03/15/2023; / OptionsPlusPlan; 01/26/2023; Group / Horizon; 08/01/2023; Health / United Healthcare (oxford); 06/01/2024; Health.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-25 |
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