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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| CA | RA | APPROVED | 2025-03-19 |
Branch Locations
12625 High Bluff Dr Ste 114, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Las Vegas | NV | 06/2018 | 02/2022 |
| Peppermill Resort And Casino | Reno | NV | 05/2015 | 02/2017 |
| University Of Nevada/Unemployed | Reno | NV | 02/2017 | 12/2017 |
| Washoe County Republican | Reno | NV | 12/2017 | 06/2018 |
| Ameriprise Confluence Wealth Management | San Dimas | CA | 02/2022 | 08/2022 |
| Saleshood | San Francisco | CA | 08/2022 | 04/2024 |
| United Planners Financial Services | Scottsdale | AZ | 02/2023 | 07/2024 |
| Andrew Goyhenetche Insurance Agent | Walnut Creek | CA | 02/2019 | 08/2022 |
| Buildops | Los Angeles | CA | 01/2025 | 02/2025 |
| Xenon Group | Los Angles | CA | 04/2024 | 08/2024 |
| Ameriprise Financial Services, Llc | San Diego | CA | 02/2025 | Present |
| Unemployed | Los Angeles | CA | 09/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-26 |
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