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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2026-03-18 |
Branch Locations
7601 France Ave S Ste 630, Edina, MN 55435-5968 • United States
Richfield, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 09/2021 | 12/2022 |
| Unemployed | Newark | NJ | 06/2021 | 08/2021 |
| We Make Footballers | Twickenham | 03/2020 | 04/2020 | |
| Nw Financial | Hoboken | NJ | 05/2019 | 08/2019 |
| College Of Saint Benedict And Saint John's University | Collegeville | MN | 08/2017 | 05/2021 |
| Cedar Stars Academy | Newark | NJ | 07/2017 | 05/2019 |
| Saint Benedict's Preparatory High School | Newark | NJ | 07/2013 | 06/2017 |
| Ameriprise Financial Services, Llc | Edina | MN | 02/2023 | Present |
Outside Employment; Academy of Holy Angels; 9th Grade Boys Soccer Coach; 9th Grade Boys Soccer Coach for the Fall High School Season; 6600 Nicollet Avenue, , Richfield, MN, 55423; Not Investment-Related; 08/14/2024; 20 to 39 hours per month; 10 to 19 during trading hours / Dovetail Group LLC; Registered Team Member - Staff; Manage advisory business; 6550 York Ave S, Suite 100, Edina, MN, 55435; Investment-Related; 06/01/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-25 |
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