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Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-07
MN RA APPROVED 2022-06-07
  • TX RA
    APPROVED_RES
    Since 2025-06-07
  • MN RA
    APPROVED
    Since 2022-06-07

Branch Locations

Corcoran, MN • United States

8300 Norman Center Dr Ste 550, Bloomington, MN 55437 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Minneapolis MN 06/2021 Present
Maple Grove School System Maple Grove MN 08/2011 07/2017
University Of Mn Minneapolis MN 07/2017 05/2021
West Metro Lawn Care And Snow Removal Corcoran MN 06/2018 04/2020
Ameriprise Financial Services Minneapolis MN 05/2020 08/2020
  • 06/2021 → Present
    Minneapolis, MN
  • 08/2011 → 07/2017
    Maple Grove School System
    Maple Grove, MN
  • 07/2017 → 05/2021
    University Of Mn
    Minneapolis, MN
  • 06/2018 → 04/2020
    West Metro Lawn Care And Snow Removal
    Corcoran, MN
  • 05/2020 → 08/2020
    Ameriprise Financial Services
    Minneapolis, MN
Other Businesses

Outside Employment; TPWA Operations LLC; Financial Planning Analyst - Provide client service and administrative support for the Ameriprise Financial Practice; ; 8300 Norman Center Dr Suite 550, , Bloomington, MN, 55437; Not Investment-Related; 06/01/2021; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-24
  • S66 Uniform Combined State Law Examination
    2022-05-24
Other Names
  • Peter Kolar
  • Peter Benjamin Kolar

View on SEC IAPD

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