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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-17 |
Branch Locations
5550 S Macadam Ave Ste 102, Portland, OR 97239-3772 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 02/2020 | 04/2024 |
| Moss Adams | Portland | OR | 07/2020 | 07/2020 |
| University Of Portland | Portland | OR | 08/2017 | 03/2020 |
| Aspen Capital | Beaverton | OR | 05/2019 | 08/2019 |
| Konos Restaurant Group | Kailua | HI | 05/2017 | 07/2018 |
| University Of Portland | Portland | OR | 08/2016 | 08/2021 |
| Ameriprise Financial Services, Llc | Portland | OR | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-18 |
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