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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 2026-01-12
WA RA APPROVED 2024-07-02
  • TX RA
    APPROVED_RES
    Since 2026-01-12
  • WA RA
    APPROVED
    Since 2024-07-02

Branch Locations

500 Sw 116 Ave Ste 119, Portland, OR 97225 • United States

Newberg, OR • 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 Portland OR 05/2021 Present
Oak Barrel Ice And Creamery Turlock CA 05/2015 05/2017
In-In-Out Burger Turlock CA 05/2017 05/2021
George Fox University Newberg OR 09/2019 05/2020
George Fox University Turlock CA 09/2020 05/2021
  • 05/2021 → Present
    Portland, OR
  • 05/2015 → 05/2017
    Oak Barrel Ice And Creamery
    Turlock, CA
  • 05/2017 → 05/2021
    In-In-Out Burger
    Turlock, CA
  • 09/2019 → 05/2020
    George Fox University
    Newberg, OR
  • 09/2020 → 05/2021
    George Fox University
    Turlock, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-17
  • S66 Uniform Combined State Law Examination
    2023-02-17
Other Names
  • Rob Paul Boster

View on SEC IAPD

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