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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-18 |
Branch Locations
137 W 3Rd St, Perrysburg, OH 43551 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Perrysburg | OH | 06/2015 | Present |
Outside Employment; COW 2021, LLC; Clerical duties for business entity.; Manage advisory business; 137 W 3rd Street, , Perrysburg, OH, 43551; Investment-Related; 08/01/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-02 |
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