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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 | 2025-02-28 |
| FL | RA | APPROVED | 2017-05-08 |
Branch Locations
2050 South Patrick Dr Ste B, Indian Harbour Beach, FL 32937-4431 • United States
Melbourne, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Indian Harbour Beach | FL | 03/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Indian Harbour Beach | FL | 03/2020 | Present |
Business Ownership; Monster Mom, LLC; Owner; Manage Ameriprise Business; 2050 South Patrick Drive, Suite B, Indian Harbour Beach, FL, 32937; Investment-Related; 12/13/2023; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-11-04 |
| S65 | Uniform Investment Adviser Law Examination | 2016-10-29 |
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