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 | 2023-01-05 |
| VA | RA | APPROVED | 2021-10-29 |
Branch Locations
20130 Lakeview Center Plz Ste 400, Ashburn, VA 20147 • United States
Glen Allen, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Ashburn | VA | 06/2021 | Present |
| Virginia Tech | Blacksburg | VA | 08/2017 | 05/2021 |
| Fluvanna County Public Schools | Palmyra | VA | 08/2011 | 05/2017 |
| Virginia Tech Math Emporium | Blacksburg | VA | 12/2019 | 03/2020 |
| Ubereats | Blacksburg | VA | 03/2020 | 07/2021 |
| Lake Monticello Owner's Association | Palmyra | VA | 05/2015 | 08/2017 |
| Ethos | Blacksburg | VA | 05/2019 | 12/2019 |
| Massmutual | Charlottesville | VA | 06/2019 | 08/2019 |
Outside Employment; YGB Operations, LLC; I don't have any roles or responsibilities in this outside business. It was created by my AFG for the sole purposes of handling payroll.; Manage advisory business; 4000 Legato Rd, Suite 1100, Fairfax, VA, 22033; Investment-Related; 08/01/2025; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-29 |
Reach out to this advisor