Best Investors Account Sign in
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
MI RA APPROVED 2026-06-29
  • MI RA
    APPROVED
    Since 2026-06-29

Branch Locations

21 E Main St Ste 101, Bay City, MI 48708-7495 • United States

The Huntington Investment Company

41 S. High Street, Columbus, OH 43215 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-04-11
  • MI RA
    APPROVED
    Since 2023-04-11

Branch Locations

Bay City Main Rivers Edge 21 East Main Street, Suite 101, Bay City, MI 48708 • 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
Huntington National Bank Oxford MI 03/2020 01/2022
The Greener Cleaner Carpet Cleaning Oxford MI 05/2014 03/2020
Uber Lake Orion MI 01/2019 03/2020
The Huntington Investment Company Columbus OH 08/2021 01/2022
The Huntington Investment Company Columbus OH 01/2022 03/2022
Huntington National Bank Oxford MI 01/2022 03/2022
Bank Of America Clarkston MI 03/2022 01/2023
The Huntington Investment Company Columbus OH 01/2023 01/2024
The Huntington Investment Company Columbus OH 01/2024 Present
Ameriprise Financial Services, Llc Bay City MI 06/2026 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-10
S63 Uniform Securities Agent State Law Examination 2021-11-12
  • S66 Uniform Combined State Law Examination
    2023-04-10
  • S63 Uniform Securities Agent State Law Examination
    2021-11-12
Other Names
  • Jimmy Kingsley
  • James Kingsley

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Bay City, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor