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Casey Tindle Phillips

Ameriprise Financial Services, LLC

Minnetonka, MN

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-07-22
  • MN RA
    APPROVED
    Since 2026-07-22

Branch Locations

10900 Wayzata Blvd Ste 150, Minnetonka, MN 55305 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 06/2016 06/2025
Bank Of America, N.A. Minneapolis MN 06/2016 06/2025
Phillips Enterprises Llc Minneapolis MN 04/2016 07/2018
Jpmorgan Chase Bank, N.A. Minneapolis MN 06/2025 07/2026
J.P. Morgan Securities Llc Minneapolis MN 06/2025 07/2026
Ameriprise Financial Services, Llc Minnetonka MN 07/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-12
  • S66 Uniform Combined State Law Examination
    2020-06-12
Other Names
  • Casey Phillips

View on SEC IAPD

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