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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 | 2024-01-10 |
| OH | RA | APPROVED | 2022-02-24 |
Branch Locations
67 Marydale Dr Ste A, Beavercreek, OH 45440 • United States
Beavercreek, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Beavercreek | OH | 05/2021 | Present |
| Deloitte & Touche, Llp | Cincinnati | OH | 09/2020 | 04/2021 |
| Miami University | Oxford | OH | 08/2016 | 05/2020 |
| Deloitte & Touche, Llp | Cincinnati | OH | 06/2019 | 08/2019 |
| Kings Island | Mason | OH | 05/2018 | 09/2018 |
| Unemployed | Beavercreek | OH | 05/2020 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-18 |
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