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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-28 |
Branch Locations
Manahawkin, NJ • United States
2021 New Rd 12 Linwood Professional Plaza, Linwood, NJ 08221-1045 • United States
1064 S Main St Ste 1A & 1B, West Creek, NJ 08092-2913 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C & A Financial | Wall | NJ | 05/2018 | 05/2021 |
| School | Stockton | NJ | 01/2008 | 05/2018 |
| Guardian Life Insurance Company | Wall | NJ | 08/2018 | 05/2021 |
| Park Avenue Securities | Wall | NJ | 08/2018 | 05/2021 |
| Lpl Financial, Llc | Forked River | NJ | 05/2021 | 03/2025 |
| Ameriprise Financial Services Llc | West Creek | NJ | 03/2025 | Present |
Independent Insurance Brokering; Mass Mutal; 04/11/2025; Whole Life.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-26 |
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