Best Investors
Account
Sign in
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 | 2024-07-02 |
| PA | RA | APPROVED | 2023-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Erie | PA | 06/2022 | Present |
| Lakeshore Country Club | Fairview | PA | 06/2017 | 05/2022 |
| Iroquois School District | Erie | PA | 08/2022 | Present |
| Edinboro University Of Pennsylvania | Edinboro | PA | 08/2019 | 08/2019 |
| Edinboro University Of Pennsylvania | Edinboro | PA | 08/2019 | 05/2022 |
| Mcdowell High School | Erie | PA | 08/2015 | 06/2019 |
| Unemployed | Erie | PA | 05/2022 | 06/2022 |
Board of Directors; Junior Achievement of Western PA Board; Board Member; 90 Emerson Lane, Suite 1403, Bridgeville, PA, 15017; Not Investment-Related; 08/04/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Loose Tetuan Dunn Bergdahl & Associates; Associate Financial Advisor of the practice.; Manage advisory business; 1704 W. 26th St. , , Erie, PA, 16508; Investment-Related; 06/14/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-05 |
Reach out to this advisor