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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-24 |
Branch Locations
8215 Greenway Blvd Ste 200, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uw Credit Union | Madison | WI | 03/2001 | 10/2024 |
| Lpl Financial Llc | Madison | WI | 12/2020 | 10/2024 |
| Target | Madison | WI | 09/2019 | 11/2020 |
| Morgan Stanley | Madison | WI | 10/2019 | 10/2020 |
| Northwestern Mutual | Madison | WI | 05/2019 | 08/2019 |
| University Of Wisconsin - Madison | Madison | WI | 01/2018 | 12/2019 |
| O'COnnell Pharmacy | Sun Prairie | WI | 01/2016 | 01/2018 |
| Ameriprise Financial Services, Llc | Middleton | WI | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-08 |
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