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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-07 |
Branch Locations
825 Ne Multnomah St Ste 925, Portland, OR 97232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Portland | OR | 05/2016 | 03/2020 |
| Full Time Student California State University | Northridge | CA | 07/2014 | 10/2016 |
| Ameriprise Financial Services, Llc | Portland | OR | 03/2020 | Present |
Business Ownership; Gojisan LLC; ; Ameriprise Financial Planning; 825 NE Multnomah St suite 925 Portland, OR 97232, ,; Investment-Related; 01/19/2018; 60 hours per month; 60 during trading hours. Outside Employment; Gojisan LLC; member -; Ameriprise financial planning; 825 NE Multnomah St suite 925 Portland, OR 97232, ,; Investment-Related; 01/19/2018; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-07 |
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