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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 | 2026-05-06 |
| MN | RA | APPROVED | 2026-03-25 |
Branch Locations
870 Hebron Pkwy Ste 702, Lewisville, TX 75057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Lewisville | TX | 11/2019 | Present |
| Ameriprise Financial Services, Llc - Charla Mcintyre Field | Hurst | TX | 04/2018 | 10/2019 |
| Ameriprise Financial Services, Llc -Kim St.PIerre's Office | Plymouth Meeting | PA | 07/2016 | 03/2018 |
| Luxottica | Plymouth | MN | 01/2012 | 07/2017 |
Outside Employment; Clark Administrative Services LLC; Employee, my salary is paid through this LLC; Manage advisory business; 870 Hebron Pkwy, Ste 702, Lewisville, TX, 75057; Investment-Related; 04/16/2026; 60 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-23 |
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